Plan Snapshot
- Plan Sponsor: Partner Assessment Corporation Dba Partner Engineering And Science
- Sponsor EIN: 208264379
- Sponsor Address: 2154 TORRANCE BLVD. SUITE 200, TORRANCE, CA, 90501
- Plan Type: 401(k)
- Total Participants: 1,253
- Total Assets: $108.7M
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 | 1,253 | $108.7M | $2.9M | $10.2M |
| 2023 | 1,147 | $87.3M | $2.9M | $10.0M |
| 2022 | 1,271 | $64.9M | $2.5M | $9.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.014% 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 | $150,003 | $50,000 | — | $15,000 | — |
| 2023 | $125,727 | $50,000 | — | $14,000 | — |
| 2022 | $124,167 | $50,000 | — | — | $13,000 |