# Panattoni Development Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/panattoni-development-company-inc-401k-plan

> Panattoni Development Company, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Panattoni Development Company, INC.

- **Sponsor EIN:** 260768789

- **Sponsor Address:** 400 CAPITOL MALL, SACRAMENTO, CA, 95814

- **Plan Type:** 401(k)

- **Total Participants:** 133

- **Total Assets:** $40.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|133|$40.9M|$751,981|$2.2M|

| 2023|150|$36.5M|$807,904|$2.3M|

| 2022|156|$29.4M|$806,538|$2.2M|

## 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|

| CAMPBELL TAYLOR WASHBURN|Auditor|$16,000|—|$16,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.039% 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|$119,697|$74,176|—|$16,000|—|

| 2023|$106,697|$62,939|—|$15,000|—|

| 2022|$112,228|—|—|—|—|

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