# Charles Pankow Builders, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/charles-pankow-builders-ltd-401k-plan

> Charles Pankow Builders, Ltd.'s 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — CONSULTANT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HUTCHINSON AND BLOODGOOD LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charles-pankow-builders-ltd-401k-plan)

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