Plan Snapshot
- Plan Sponsor: Pacific International Vegetable Marketing, INC.
- Sponsor EIN: 860624509
- Sponsor Address: P.O. BOX 3737, SALINAS, CA, 93912
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $18.3M
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 | 86 | $18.3M | $366,129 | $827,101 |
| 2023 | 90 | $16.0M | $345,518 | $780,697 |
| 2022 | 91 | $15.3M | $315,679 | $713,853 |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | Auditor | $11,500 | — | $11,500 |
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: $11,500
- Estimated Expense Ratio: 0.063% 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 | $74,301 | $60,491 | $2,310 | $11,500 | — |
| 2023 | $66,723 | $26,263 | $11,299 | $16,000 | — |
| 2022 | $59,595 | $17,959 | $25,136 | — | $16,500 |