# Pacific Charter Institute 401(k) Plan
Source: https://planprovider.pro/companies/pacific-charter-institute-401k-plan

> Pacific Charter Institute's 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pacific Charter Institute

- **Sponsor EIN:** 161727094

- **Sponsor Address:** 2241 HARVARD STREET SUITE 310, SACRAMENTO, CA, 95815

- **Plan Type:** 401(k)

- **Total Participants:** 321

- **Total Assets:** $10.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|321|$10.2M|$238,114|$1.2M|

| 2023|296|$8.5M|$256,730|$1.2M|

| 2022|274|$6.3M|$205,834|$1.0M|

## 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|

| CAPITAL REGION FINANCIAL GROUP LLC|NONE|$43,230|—|$43,230|

| THE STANDARD|NONE|$13,908|—|$13,908|

| ASSOCIATED PENSION CONSULTANTS|NONE|$6,775|—|$6,775|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,913

- **Estimated Expense Ratio:** 0.628% 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|$16,430|$13,907|—|—|—|

| 2023|$11,860|$9,360|—|—|—|

| 2022|$8,932|$8,032|—|—|$900|

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