Plan Snapshot
- Plan Sponsor: Papich Construction Company, INC.
- Sponsor EIN: 900181200
- Sponsor Address: 398 SUNRISE TERRACE, ARROYO GRANDE, CA, 93420
- Plan Type: 401(k)
- Total Participants: 451
- Total Assets: $11.4M
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 | 451 | $11.4M | $590,829 | $537,213 |
| 2023 | 174 | $9.0M | $608,463 | $358,970 |
| 2022 | 135 | $7.0M | $498,609 | $296,647 |
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 |
|---|---|---|---|---|
| AMERICAN FUNDS | PLAN ADMINISTRATOR | $52,463 | $573 | $53,036 |
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,036
- Estimated Expense Ratio: 0.467% 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 | $54,659 | — | $54,659 | — | — |
| 2023 | $46,352 | — | — | — | — |
| 2022 | $40,894 | — | — | — | — |