Plan Snapshot
- Plan Sponsor: Pacific Premier Bank
- Sponsor EIN: 953811107
- Sponsor Address: 17901 VON KARMAN AVENUE, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 1,251
- Total Assets: $131.5M
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 | 1,251 | $131.5M | $4.9M | $10.0M |
| 2023 | 1,265 | $114.7M | $4.8M | $10.1M |
| 2022 | 1,349 | $99.0M | $5.1M | $10.5M |
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 |
|---|---|---|---|---|
| OSAIC FA, INC. | BROKER/DEALER | — | $170,053 | $170,053 |
| MORNINGSTAR | SERVICE PROVIDER | — | $61,492 | $61,492 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | — | $61,492 | $61,492 |
| 401K SAFE 3(16), LLC | SERVICE PROVIDER | $41,912 | — | $41,912 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $23,267 | — | $23,267 |
| PLAN DESIGN CONSULTANTS, INC. | TPA | $13,280 | — | $13,280 |
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- LBMC PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $371,496
- Estimated Expense Ratio: 0.282% 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 | $495,882 | $78,639 | $412,643 | — | — |
| 2023 | $470,561 | — | $470,561 | — | — |
| 2022 | $439,429 | — | $439,429 | — | — |