# Pachulski Stang Ziehl & Jones LLP DC Plan
Source: https://planprovider.pro/companies/pachulski-stang-ziehl-jones-llp-plan-001

> Pachulski Stang Ziehl & Jones LLP's DC plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pachulski Stang Ziehl & Jones LLP

- **Sponsor EIN:** 953823150

- **Sponsor Address:** 10100 SANTA MONICA BOULEVARD, LOS ANGELES, CA, 90067

- **Plan Type:** DC

- **Total Participants:** 111

- **Total Assets:** $148.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|111|$148.2M|$2.1M|$1.9M|

| 2023|98|$126.6M|$2.0M|$1.8M|

| 2022|99|$103.6M|$1.8M|$1.6M|

## 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|

| SIGNATURE ESTATE & INVESTMENT|NONE|$43,105|—|$43,105|

| VICTORIA CAPITAL MANAGEMENT IN|NONE|$21,543|—|$21,543|

| CAPFINANCIAL PARTNERS LLC|NONE|$16,779|—|$16,779|

| BEACON POINTE ADVISORS LLC|NONE|$16,237|—|$16,237|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BEACON POINTE ADVISORS LLC](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — NONE

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,664

- **Estimated Expense Ratio:** 0.066% 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|$102,946|$102,385|—|—|—|

| 2023|$2,837|—|$2,837|—|—|

| 2022|$12,030|$9,715|$2,315|—|—|

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