Plan Snapshot
- Plan Sponsor: Pacific Consolidated Industries, LLC
- Sponsor EIN: 200180043
- Sponsor Address: 12201 MAGNOLIA AVENUE, RIVERSIDE, CA, 92503
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $11.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $11.4M | $332,131 | $843,580 |
| 2023 | 110 | $10.0M | $290,474 | $727,130 |
| 2022 | 112 | $8.8M | $237,795 | $650,739 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | INVESTMENT ADVISOR | $37,151 | — | $37,151 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $13,759 | — | $13,759 |
| MICHAEL J. CONKEY & ASSOCIATES, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,910
- Estimated Expense Ratio: 0.448% 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 | $95,007 | — | $95,007 | — | — |
| 2023 | $55,071 | — | — | — | — |
| 2022 | $46,474 | — | $46,474 | — | — |