Plan Snapshot
- Plan Sponsor: Pacific Cities Management INC
- Sponsor EIN: 680286980
- Sponsor Address: 11344 COLOMA RD SUITE 155, GOLD RIVER, CA, 95670
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 129 | $1.2M | $0 | $355,932 |
| 2023 | 140 | $783,177 | $0 | $342,117 |
| 2022 | 135 | $418,110 | $0 | $328,079 |
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 |
|---|---|---|---|---|
| SCHWARTZ PLATZ AND ASSOCIATES C | 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 | $7,785 | $192 | — | — | — |
| 2023 | $5,580 | $2,577 | — | — | — |
| 2022 | $3,645 | — | — | — | — |