Plan Snapshot
- Plan Sponsor: Pasquinelli Produce Co.
- Sponsor EIN: 860734797
- Sponsor Address: 2144 W. 24TH STREET, SUITE 1, YUMA, AZ, 853644682
- Plan Type: DC
- Total Participants: 353
- Total Assets: $10.3M
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 | 353 | $10.3M | $800,000 | $0 |
| 2023 | 322 | $9.4M | $793,912 | $0 |
| 2022 | 361 | $8.6M | $675,324 | $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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | NONE | $51,316 | — | $51,316 |
| MGKS | NONE | $22,432 | — | $22,432 |
| FIDUCIARY WISE, LLC | NONE | $12,500 | — | $12,500 |
| WALLACE, PLESE DREHER, LLP | NONE | $11,300 | — | $11,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — NONE
- WALLACE, PLESE DREHER, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,548
- Estimated Expense Ratio: 0.945% 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 | $102,148 | $51,316 | $39,532 | $11,300 | — |
| 2023 | $110,874 | $42,384 | $53,548 | $13,700 | — |
| 2022 | $78,781 | $50,031 | $18,750 | — | $10,000 |