Plan Snapshot
- Plan Sponsor: Pacific Service Credit Union
- Sponsor EIN: 946061277
- Sponsor Address: 1355 WILLOW WAY, SUITE 200, CONCORD, CA, 94520
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 159 | $34.8M | $980,119 | $1.3M |
| 2023 | 160 | $31.7M | $942,206 | $1.3M |
| 2022 | 146 | $27.2M | $859,959 | $1.2M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE 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 | $30,016 | $26,986 | — | — | — |
| 2023 | $25,993 | $23,323 | — | — | — |
| 2022 | $28,693 | $25,998 | — | — | — |