# Pacifica Of The Valley Corporation Dba 401(k) Plan
Source: https://planprovider.pro/companies/pacifica-of-the-valley-corporation-dba-401k-plan

> Pacifica Of The Valley Corporation Dba's 401(k) plan: 616 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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