Plan Snapshot
- Plan Sponsor: Pacific Maritime Group, INC.
- Sponsor EIN: 030471259
- Sponsor Address: 1444 CESAR E CHAVEZ PKWY, SAN DIEGO, CA, 921132132
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $6.1M
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 | 149 | $6.1M | $242,086 | $861,845 |
| 2023 | 124 | $4.7M | $188,332 | $685,967 |
| 2022 | 119 | $3.5M | $188,317 | $687,173 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $39,586 | — | $39,586 | — | — |
| 2023 | $29,764 | — | $29,764 | — | — |
| 2022 | $23,663 | — | $23,663 | — | — |