Plan Snapshot
- Plan Sponsor: Pacific Crane Maintenance Company, L.L.C.
- Sponsor EIN: 320498373
- Sponsor Address: 250 WEST WARDLOW ROAD, LONG BEACH, CA, 90807
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $42.5M
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 | 140 | $42.5M | $933,630 | $1.7M |
| 2023 | 148 | $35.5M | $920,854 | $1.7M |
| 2022 | 154 | $28.5M | $2.3M | $1.1M |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | SERVICE PROVIDER | — | $38,865 | $38,865 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,865
- Estimated Expense Ratio: 0.091% 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 | $7,438 | $3,438 | $3,800 | — | — |
| 2023 | $3,483 | — | — | — | — |
| 2022 | — | — | — | — | — |