Plan Snapshot
- Plan Sponsor: Keystone Pacific Property Management, LLC
- Sponsor EIN: 814443112
- Sponsor Address: 16775 VON KARMAN AVE, IRVINE, CA, 926064966
- Plan Type: 401(k)
- Total Participants: 383
- Total Assets: $16.5M
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 | 383 | $16.5M | $400,114 | $1.2M |
| 2023 | 273 | $13.5M | $348,845 | $987,074 |
| 2022 | 272 | $11.2M | $299,297 | $835,651 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR | $34,974 | — | $34,974 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,570 | — | $29,570 |
| PENSION ASSURANCE LLP | ACCOUNTANT/AUDITOR | $12,250 | — | $12,250 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,028 | — | $10,028 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PENSION ASSURANCE LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,822
- Estimated Expense Ratio: 0.527% 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 | $86,822 | $45,002 | — | $12,250 | — |
| 2023 | $73,722 | $34,790 | — | $12,000 | — |
| 2022 | $74,467 | $3,882 | — | — | — |