Plan Snapshot
- Plan Sponsor: Lodestone Pacific Holding Company, INC.
- Sponsor EIN: 812426749
- Sponsor Address: 4945 BOYD ROAD, ARCATA, CA, 95521
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $13.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 240 | $13.0M | $47,365 | $566,958 |
| 2023 | 224 | $11.9M | $48,476 | $495,676 |
| 2022 | 220 | $11.4M | $51,191 | $535,187 |
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 |
|---|---|---|---|---|
| PLATFORM CPA'S, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,680 | — | — | — | — |
| 2023 | $3,000 | — | — | — | — |
| 2022 | $2,625 | — | — | — | — |