Plan Snapshot
- Plan Sponsor: Pasadena Chamber Of Commerce And Civic Association
- Sponsor EIN: 950616125
- Sponsor Address: 44 NORTH MENTOR AVENUE, PASADENA, CA, 911061745
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $9.5M
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 | 282 | $9.5M | $690,853 | $1.1M |
| 2023 | 226 | $6.7M | $575,185 | $746,978 |
| 2022 | 147 | $4.6M | $511,765 | $752,675 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE | Recordkeeper | $40,158 | — | $40,158 |
| PASADENA PRIVATE WEALTH LLC | Investment Advisor | $10,601 | — | $10,601 |
| MILLENNIUM PENSION SERVICES | Recordkeeper | $8,478 | — | $8,478 |
| ERISA SMART, INC | Recordkeeper | $5,155 | — | $5,155 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,392
- Estimated Expense Ratio: 0.680% 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 | $64,950 | — | — | — | — |
| 2023 | $43,142 | — | — | — | — |
| 2022 | — | — | — | — | — |