Plan Snapshot
- Plan Sponsor: Pacific Sunwear Stores LLC
- Sponsor EIN: 330805792
- Sponsor Address: 3450 EAST MIRALOMA AVE., ANAHEIM, CA, 92806
- Plan Type: 401(k)
- Total Participants: 2,263
- Total Assets: $98.2M
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 | 2,263 | $98.2M | $1.3M | $2.6M |
| 2023 | 1,021 | $96.3M | $1.5M | $3.0M |
| 2022 | 1,453 | $97.9M | $1.9M | $3.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $129,640 | — | $129,640 |
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,640
- Estimated Expense Ratio: 0.132% 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 | -$131,913 | — | — | — | — |
| 2023 | -$124,796 | — | — | — | — |
| 2022 | $181,749 | — | $19,504 | — | $600 |