Plan Snapshot
- Plan Sponsor: Pacific Personnel Services, INC
- Sponsor EIN: 770644838
- Sponsor Address: 2082 MICHELSON DR, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 1,612
- Total Assets: $11.7M
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 | 1,612 | $11.7M | $670,986 | $2.3M |
| 2023 | 1,405 | $8.8M | $455,506 | $1.8M |
| 2022 | 1,229 | $6.0M | $308,379 | $1.5M |
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 |
|---|---|---|---|---|
| LAVINE LOFGREN MORRIS ENGELBERG | Auditor | — | — | $0 |
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 | $51,332 | $847 | — | — | — |
| 2023 | $20,674 | $1,565 | — | — | — |
| 2022 | $21,288 | — | — | — | — |