Plan Snapshot
- Plan Sponsor: Pacific Coast Producers
- Sponsor EIN: 941748199
- Sponsor Address: 631 NORTH CLUFF AVENUE, LODI, CA, 95240
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $63.1M
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 | 287 | $63.1M | $1.0M | $2.3M |
| 2023 | 261 | $55.3M | $1.0M | $2.3M |
| 2022 | 293 | $49.8M | $988,236 | $2.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $40,667 | — | $40,667 |
| ALLWORTH FINANCIAL, L.P. | NONE | $6,529 | — | $6,529 |
| CLA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- CLA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,196
- Estimated Expense Ratio: 0.075% 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 | $55,435 | $14,768 | — | — | — |
| 2023 | $65,197 | $11,287 | — | — | — |
| 2022 | $77,616 | $10,919 | — | — | — |