Plan Snapshot
- Plan Sponsor: Power Digital Marketing INC.
- Sponsor EIN: 461374282
- Sponsor Address: 2251 SAN DIEGO AVE STE.A250, SAN DIEGO, CA, 92110
- Plan Type: 401(k)
- Total Participants: 536
- Total Assets: $18.8M
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 | 536 | $18.8M | $1.6M | $3.2M |
| 2023 | 440 | $13.0M | $606,922 | $2.7M |
| 2022 | 465 | $8.3M | $1.4M | $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 |
|---|---|---|---|---|
| SIKORSKI WEALTH MANAGEMENT LLC | INVESTMENT/FINANCIAL ADVI | $28,232 | — | $28,232 |
| EDWARD JONES | INVESTMENT/FINANCIAL ADVI | $22,346 | — | $22,346 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,578
- Estimated Expense Ratio: 0.268% 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 | $55,140 | $50,580 | — | — | — |
| 2023 | $36,665 | $33,895 | — | — | — |
| 2022 | $29,249 | — | — | — | — |