Plan Snapshot
- Plan Sponsor: Pacific Vial Mfg., INC.
- Sponsor EIN: 954848008
- Sponsor Address: 2738 SUPPLY AVE., COMMERCE, CA, 90040
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $1.5M
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 | 76 | $1.5M | $13,254 | $25,324 |
| 2023 | 55 | $1.3M | $77,077 | $2,612 |
| 2022 | 109 | $1.1M | $71,093 | $33,145 |
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 |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | INVESTMENT ADVISOR | $14,044 | — | $14,044 |
| THE VANGUARD GROUP | RECORDKEEPER | $10,705 | — | $10,705 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AVANTAX ADVISORY SERVICES — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,749
- Estimated Expense Ratio: 1.683% 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 | $24,404 | — | — | — | — |
| 2023 | $20,773 | — | — | — | — |
| 2022 | — | — | — | — | — |