Plan Snapshot
- Plan Sponsor: Pacific Steel Group
- Sponsor EIN: 472055284
- Sponsor Address: 4805 MURPHY CANYON ROAD, SAN DIEGO, CA, 92123
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 348 | $31.1M | $1.7M | $2.1M |
| 2023 | 410 | $25.1M | $1.4M | $2.0M |
| 2022 | 416 | $18.8M | $1.3M | $1.8M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $37,927 | — | $37,927 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- 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: $37,927
- Estimated Expense Ratio: 0.122% 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 | $38,972 | $37,927 | — | — | — |
| 2023 | $30,161 | $29,206 | — | — | — |
| 2022 | $27,456 | — | $27,456 | — | — |