Plan Snapshot
- Plan Sponsor: Pacific Groservice
- Sponsor EIN: 942863973
- Sponsor Address: 567 CINNABAR STREET, SAN JOSE, CA, 95110
- Plan Type: 401(k)
- Total Participants: 419
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 419 | $13.3M | $123,413 | $974,199 |
| 2023 | 382 | $11.4M | $117,764 | $909,635 |
| 2022 | 372 | $9.0M | $98,791 | $831,750 |
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 |
|---|---|---|---|---|
| AUDIT & TAX SOLUTIONS CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT & TAX SOLUTIONS CPAS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $90,916 | $31,299 | $43,054 | — | — |
| 2023 | $78,886 | $25,889 | $35,940 | — | — |
| 2022 | $90,138 | $34,339 | $50,854 | — | $4,945 |