Plan Snapshot
- Plan Sponsor: Pacifica Of The Valley Corporation Dba
- Sponsor EIN: 330737312
- Sponsor Address: 9449 SAN FERNANDO ROAD, SUN VALLEY, CA, 913521421
- Plan Type: 401(k)
- Total Participants: 616
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 616 | $15.0M | $0 | $1.5M |
| 2023 | 615 | $13.3M | $0 | $1.2M |
| 2022 | 581 | $12.2M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $43,925 | — | $43,925 |
| FIRST WESTERN TRUST | INVESTMENT ADVISORY | $30,803 | — | $30,803 |
| GARGIR FINANCIAL SERVICES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GARGIR FINANCIAL SERVICES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,728
- Estimated Expense Ratio: 0.499% 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 | $74,728 | $30,803 | $43,925 | — | — |
| 2023 | $83,226 | $30,238 | $52,988 | — | — |
| 2022 | $61,795 | $19,551 | $42,244 | — | — |