Plan Snapshot
- Plan Sponsor: Pacific Imaging Management, LLC
- Sponsor EIN: 263203328
- Sponsor Address: 1310 LAS TABLAS ROAD, SUITE 206, TEMPLETON, CA, 93465
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 120 | $24.3M | $882,632 | $844,404 |
| 2023 | 126 | $22.5M | $826,605 | $717,217 |
| 2022 | 128 | $18.1M | $818,156 | $685,444 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | $4,250 | — | $4,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,250
- Estimated Expense Ratio: 0.017% 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 | $71,701 | $23,464 | — | $4,250 | — |
| 2023 | $71,133 | $71,133 | — | — | — |
| 2022 | $69,821 | $69,821 | — | — | — |