Plan Snapshot
- Plan Sponsor: True Organic Products, INC.
- Sponsor EIN: 200626579
- Sponsor Address: 99 PACIFIC STREET, MONTEREY, CA, 93940
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 165 | $10.3M | $506,739 | $911,450 |
| 2023 | 192 | $7.9M | $491,473 | $831,046 |
| 2022 | 165 | $5.7M | $397,053 | $718,018 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,606 | $706 | $9,300 | — | — |
| 2023 | $7,375 | $150 | $4,125 | — | — |
| 2022 | $6,131 | — | $6,131 | — | — |