Plan Snapshot
- Plan Sponsor: Charles Pankow Builders, Ltd.
- Sponsor EIN: 954045641
- Sponsor Address: 199 S. LOS ROBLES AVENUE, SUITE 300, PASADENA, CA, 91101
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $64.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 157 | $64.9M | $674,529 | $2.1M |
| 2023 | 120 | $59.9M | $1.0M | $2.1M |
| 2022 | 147 | $54.4M | $782,818 | $2.6M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | CONSULTANT | $62,670 | — | $62,670 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,465 | — | $26,465 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,204 | — | $21,204 |
| HUTCHINSON AND BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — CONSULTANT
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- HUTCHINSON AND BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,339
- Estimated Expense Ratio: 0.170% 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 | $110,339 | $21,204 | — | — | — |
| 2023 | $102,338 | $15,693 | — | — | — |
| 2022 | $86,686 | $12,040 | — | — | — |