Plan Snapshot
- Plan Sponsor: Pasadena Police Officers Association
- Sponsor EIN: 953315175
- Sponsor Address: P. O. BOX 281, PASADENA, CA, 91102
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 218
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $25.1M | $864,423 | $0 |
| 2023 | 219 | $21.6M | $816,733 | $0 |
| 2022 | 218 | $18.4M | $763,338 | $0 |
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 |
|---|---|---|---|---|
| PAYDEN & RYGEL | Other Service Provider | $52,699 | — | $52,699 |
| THE WAGNER LAW GROUP | ERISA Attorney | $42,605 | — | $42,605 |
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $37,501 | — | $37,501 |
| MOSS ADAMS LLP | Other Service Provider | $23,867 | — | $23,867 |
| CHEIRON, INC. | Other Service Provider | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,672
- Estimated Expense Ratio: 0.652% 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 | $177,612 | $52,699 | $37,501 | $23,867 | — |
| 2023 | $195,673 | $43,549 | $35,852 | $22,725 | — |
| 2022 | $125,119 | $33,535 | $27,312 | — | $55,997 |