Plan Snapshot
- Plan Sponsor: Pacific Southwest Container, LLC
- Sponsor EIN: 412036663
- Sponsor Address: 4530 LECKRON RD, MODESTO, CA, 95357
- Plan Type: 401(k)
- Total Participants: 1,025
- Total Assets: $72.0M
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 | 1,025 | $72.0M | $1.6M | $4.9M |
| 2023 | 991 | $61.3M | $1.4M | $4.3M |
| 2022 | 1,015 | $50.4M | $1.4M | $4.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $47,086 | — | $47,086 |
| CHARLES SCHWAB | NONE | — | $20,828 | $20,828 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,914
- Estimated Expense Ratio: 0.094% 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 | $47,236 | — | $47,236 | — | — |
| 2023 | $47,219 | — | $47,219 | — | — |
| 2022 | $45,246 | — | $45,246 | — | — |