Plan Snapshot
- Plan Sponsor: Pacific Coast Termite, INC.
- Sponsor EIN: 208452549
- Sponsor Address: 1211 N BATAVIA STREET, ORANGE, CA, 92867
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 177
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 177 | $12.2M | $355,796 | $535,374 |
| 2023 | 157 | $10.7M | $322,991 | $492,787 |
| 2022 | 125 | $8.3M | $291,717 | $533,012 |
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 |
|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | Investment Advisor | $29,496 | — | $29,496 |
| 401K ADVISORS INC | Investment Advisor | $8,078 | — | $8,078 |
| ADP, INC. | Recordkeeper | $6,367 | — | $6,367 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ACCELERATE INVESTMENT ADVISORS LLC — Investment Advisor
- 401K ADVISORS INC — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,941
- Estimated Expense Ratio: 0.360% 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 | $43,942 | $37,574 | — | — | — |
| 2023 | $31,850 | $27,352 | — | — | — |
| 2022 | $36,544 | — | — | — | — |