# Pacific Coast Producers 401(k) Plan
Source: https://planprovider.pro/companies/pacific-coast-producers-401k-plan

> Pacific Coast Producers's 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CLA](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-coast-producers-401k-plan)

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