# Pacific Premier Bank 401(k) Plan
Source: https://planprovider.pro/companies/pacific-premier-bank-401k-plan

> Pacific Premier Bank's 401(k) plan: 1,251 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [LBMC PC](https://planprovider.pro/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-premier-bank-401k-plan)

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