# Urbane Cafe Operations, LLC 401(k) Plan
Source: https://planprovider.pro/companies/urbane-cafe-operations-llc-401k-plan

> Urbane Cafe Operations, LLC's 401(k) plan: 451 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Urbane Cafe Operations, LLC

- **Sponsor EIN:** 820984152

- **Sponsor Address:** 78 N ASH ST, VENTURA, CA, 93001

- **Plan Type:** 401(k)

- **Total Participants:** 451

- **Total Assets:** $3.3M

## 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|451|$3.3M|$264,339|$460,455|

| 2023|373|$2.2M|$209,854|$361,516|

| 2022|286|$1.6M|$168,389|$294,013|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$14,929|—|$14,929|

| BANK OF AMERICA NA|INVESTMENT ADVISOR|$10,595|—|$10,595|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,524

- **Estimated Expense Ratio:** 0.763% of plan assets

### 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|$25,524|$10,595|—|—|—|

| 2023|$16,675|$7,038|—|—|—|

| 2022|$11,369|$4,732|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/urbane-cafe-operations-llc-401k-plan)

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