Plan Snapshot
- Plan Sponsor: Pancreatic Cancer Action Network
- Sponsor EIN: 330841281
- Sponsor Address: 2101 ROSECRANS AVENUE SUITE 3200, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $19.9M
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 | 144 | $19.9M | $715,671 | $1.4M |
| 2023 | 169 | $18.0M | $743,392 | $1.5M |
| 2022 | 180 | $14.9M | $681,676 | $1.3M |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | INVESTMENT ADVISOR | $37,770 | — | $37,770 |
| HUTCHINSON AND BLOODGOOD LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTCHINSON AND BLOODGOOD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,770
- Estimated Expense Ratio: 0.190% 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 | $42,777 | $41,547 | — | — | — |
| 2023 | $44,647 | $44,106 | — | — | — |
| 2022 | $52,670 | — | $52,670 | — | — |