Plan Snapshot
- Plan Sponsor: Pan-Pacific Holdings Corporation
- Sponsor EIN: 474758602
- Sponsor Address: 18250 EUCLID ST., FOUNTAIN VALLEY, CA, 92708
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $17.6M
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 | 239 | $17.6M | $525,901 | $1.7M |
| 2023 | 220 | $14.8M | $498,767 | $1.5M |
| 2022 | 227 | $12.9M | $493,258 | $1.4M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | INVESTMENT ADVISOR | $33,636 | — | $33,636 |
| PROFESSIONAL CAPITAL SERVICES | CONTRACT ADMINISTRATOR | $18,716 | — | $18,716 |
| ECP ACCOUNTING, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — INVESTMENT ADVISOR
- PROFESSIONAL CAPITAL SERVICES — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,352
- Estimated Expense Ratio: 0.297% 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 | $60,062 | — | $60,062 | — | — |
| 2023 | $47,660 | $33,358 | $14,302 | — | — |
| 2022 | $62,868 | — | — | — | $62,868 |