Plan Snapshot
- Plan Sponsor: Pasadena Center Operating Company
- Sponsor EIN: 952855166
- Sponsor Address: 300 EAST GREEN STREET, PASADENA, CA, 91101
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $9.6M
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 | 144 | $9.6M | $319,110 | $373,392 |
| 2023 | 131 | $8.3M | $291,751 | $332,442 |
| 2022 | 86 | $6.7M | $245,320 | $291,267 |
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 |
|---|---|---|---|---|
| SBHU/MORGAN STANLEY SMITH BARNEY | BROKER | — | $22,603 | $22,603 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $8,177 | — | $8,177 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SBHU/MORGAN STANLEY SMITH BARNEY — BROKER
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,780
- Estimated Expense Ratio: 0.320% 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 | $14,770 | — | $14,770 | — | — |
| 2023 | $11,688 | — | $11,688 | — | — |
| 2022 | $13,513 | — | — | — | $13,513 |