Plan Snapshot
- Plan Sponsor: Payden & Rygel
- Sponsor EIN: 953921788
- Sponsor Address: 333 SOUTH GRAND AVENUE, 40TH FLOOR, LOS ANGELES, CA, 90071
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $124.3M
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 | 213 | $124.3M | $2.8M | $3.7M |
| 2023 | 203 | $110.0M | $2.6M | $3.6M |
| 2022 | 200 | $93.1M | $2.5M | $3.1M |
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 |
|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | NONE | $52,943 | — | $52,943 |
| CHARLES SCHWAB TRUST COMPANY | NONE | $36,540 | — | $36,540 |
| HUTCHINSON & BLOODGOOD LLP | AUDIT | $22,750 | — | $22,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST COMPANY — NONE
- HUTCHINSON & BLOODGOOD LLP — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,233
- Estimated Expense Ratio: 0.090% 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 | $117,483 | $36,540 | $52,943 | $22,750 | — |
| 2023 | $93,241 | $32,389 | $45,852 | $15,000 | — |
| 2022 | $87,543 | $34,682 | $45,861 | — | $7,000 |