Plan Snapshot
- Plan Sponsor: Pacific Legal Foundation
- Sponsor EIN: 942197343
- Sponsor Address: 555 CAPITAL MALL SUITE 1290, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 146 | $17.8M | $1.4M | $953,978 |
| 2023 | 111 | $14.0M | $1.1M | $793,050 |
| 2022 | 126 | $10.9M | $940,664 | $655,124 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $219,611 | — | $219,611 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,611
- Estimated Expense Ratio: 1.232% 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 | $1,916 | — | $1,916 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |