Plan Snapshot
- Plan Sponsor: Board Of Directors Of Pacific Service Employees
- Sponsor EIN: 946091959
- Sponsor Address: 1390 WILLOW PASS RD STE 240, CONCORD, CA, 945207904
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,035
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,035 | $2.6M | $218,209 | $0 |
| 2023 | 2,266 | $2.7M | $230,513 | $0 |
| 2022 | 2,266 | $2.7M | $253,370 | $0 |
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 |
|---|---|---|---|---|
| PACIFIC SERVICE EMPLOYEES ASSOC. | Other Service Provider | $98,561 | — | $98,561 |
| LNB ACCOUNTING | Auditor | $31,385 | — | $31,385 |
| ERISA SMART | Other Service Provider | $7,450 | — | $7,450 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,396
- Estimated Expense Ratio: 5.277% 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 | $211,158 | — | $106,011 | $31,385 | — |
| 2023 | $217,645 | — | $184,245 | $30,096 | — |
| 2022 | $116,483 | — | $60,361 | — | $47,150 |