Plan Snapshot
- Plan Sponsor: Pacific Bearing Corp. Dba Pbc Li
- Sponsor EIN: 363259223
- Sponsor Address: PO BOX 6980, ROCKFORD, IL, 61125
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 200 | $8.1M | $142,015 | $700,893 |
| 2023 | 215 | $7.3M | $79,670 | $596,910 |
| 2022 | 243 | $6.3M | $141,848 | $580,353 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
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 | $31,607 | $20,991 | — | — | — |
| 2023 | $59,504 | $31,409 | $21,477 | — | — |
| 2022 | $53,203 | $21,766 | $17,388 | — | $14,049 |