# Pacific States Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pacific-states-industries-inc-942565203-001

> Pacific States Industries, INC.'s 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pacific States Industries, INC.

- **Sponsor EIN:** 942565203

- **Sponsor Address:** P.O. BOX 1300, MORGAN HILL, CA, 95038

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 227

- **Total Assets:** $19.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|227|$19.3M|$649,895|$1.2M|

| 2023|216|$19.0M|$563,991|$1.0M|

| 2022|201|$15.7M|$445,581|$892,656|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|Other Service Provider|$53,886|$19|$53,905|

| UBS FINANCIAL SERVICES, INC.|Investment Advisor|$37,405|—|$37,405|

| FRANK, RIMERMAN & CO. LLP|Auditor|$14,000|—|$14,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

- [FRANK, RIMERMAN & CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $105,310

- **Estimated Expense Ratio:** 0.544% 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|$105,291|$37,405|$66,985|—|—|

| 2023|$84,345|$26,572|$55,480|—|—|

| 2022|$83,658|—|—|—|—|

## Similar Plans

- [Mountain F. Enterprises, INC.](https://planprovider.pro/companies/mountain-f-enterprises-inc-401k-plan) — 323 participants

- [Big Creek Lumber Company](https://planprovider.pro/companies/big-creek-lumber-company-941480694-002) — 229 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-states-industries-inc-942565203-001)

© 2026 PlanProvider.Pro