# Pcf Insurance Services Of The West, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pcf-insurance-services-of-the-west-llc-401k-plan

> Pcf Insurance Services Of The West, LLC's 401(k) plan: 2,693 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pcf Insurance Services Of The West, LLC

- **Sponsor EIN:** 821368960

- **Sponsor Address:** 2745 W 600 N, FLOOR 5, LINDON, UT, 84042

- **Plan Type:** 401(k)

- **Total Participants:** 2,693

- **Total Assets:** $109.1M

## 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|2,693|$109.1M|$4.4M|$13.2M|

| 2023|2,519|$84.0M|$4.0M|$12.0M|

| 2022|2,532|$61.7M|$2.5M|$8.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$125,623|—|$125,623|

| R-TECH CONSULTANTS, INC|OTHER SERVICES|$61,745|—|$61,745|

| MONARCH PLAN ADVISORS|ADVISOR|$30,552|—|$30,552|

| PENSION ASSURANCE|AUDITOR|$23,000|—|$23,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PENSION ASSURANCE](https://planprovider.pro/provider/pension-assurance-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $240,920

- **Estimated Expense Ratio:** 0.221% 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|$245,562|$35,194|—|$23,000|—|

| 2023|$4,513|—|$4,513|—|—|

| 2022|$36,308|—|—|—|—|

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