# Pasadena Center Operating Company 401(k) Plan
Source: https://planprovider.pro/companies/pasadena-center-operating-company-401k-plan

> Pasadena Center Operating Company's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — BROKER

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pasadena-center-operating-company-401k-plan)

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