Plan Snapshot
- Plan Sponsor: Urban Plates, LLC
- Sponsor EIN: 831638158
- Sponsor Address: 420 STEVENS AVENUE, SOLANA BEACH, CA, 92075
- Plan Type: 401(k)
- Total Participants: 602
- Total Assets: $1.6M
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 | 602 | $1.6M | $0 | $336,512 |
| 2023 | 559 | $1.1M | $2,078 | $335,102 |
| 2022 | 324 | $680,424 | $868 | $353,441 |
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 |
|---|---|---|---|---|
| LSL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSL, 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 | $15,603 | $155 | $15,448 | — | — |
| 2023 | $7,399 | — | $7,399 | — | — |
| 2022 | $5,417 | — | $5,417 | — | — |