Plan Snapshot
- Plan Sponsor: Pacific Production Plumbing
- Sponsor EIN: 710876006
- Sponsor Address: 1584 PIONEER WAY, EL CAJON, CA, 92020
- Plan Type: DC
- Total Participants: 247
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 247 | $6.2M | $0 | $273,891 |
| 2022 | 241 | $5.4M | $0 | $277,798 |
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 |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $27,856 | — | $27,856 |
| PAYCHEX, INC. | RECORDKEEPER | $24,216 | — | $24,216 |
| DUFFY KRUSPODIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- DUFFY KRUSPODIN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,072
- Estimated Expense Ratio: 0.837% 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 |
|---|---|---|---|---|---|
| 2023 | $25,623 | $13,086 | $11,677 | — | — |
| 2022 | $24,775 | $14,105 | $10,670 | — | — |