# Pasquinelli Produce Co. DC Plan
Source: https://planprovider.pro/companies/pasquinelli-produce-co-plan

> Pasquinelli Produce Co.'s DC plan: 353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [WALLACE, PLESE DREHER, LLP](https://planprovider.pro/provider/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|

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