Plan Snapshot
- Plan Sponsor: Pacific Haven Subacute And Healthcare Center
- Sponsor EIN: 330492281
- Sponsor Address: 12072 TRASK AVENUE, GARDEN GROVE, CA, 92843
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $11.3M
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 | 251 | $11.3M | $0 | $711,221 |
| 2023 | 246 | $10.3M | $96,023 | $667,898 |
| 2022 | 249 | $9.2M | $94,051 | $694,859 |
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 |
|---|---|---|---|---|
| PENSIONMARK RETIREMENT GROUP | INVESTMENT ADVISOR | $21,523 | — | $21,523 |
| PENSION BENEFITS UNLIMITED | TPA | $15,237 | — | $15,237 |
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,760
- Estimated Expense Ratio: 0.325% 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 | $104,034 | — | $82,511 | — | — |
| 2023 | $97,303 | — | $78,324 | — | — |
| 2022 | $109,513 | $20,217 | $89,296 | — | — |