Plan Snapshot
- Plan Sponsor: Pct Enterprises, INC.
- Sponsor EIN: 680442459
- Sponsor Address: 145 MIDDLEFIELD COURT, BRENTWOOD, CA, 94513
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 243 | $22.8M | $1.2M | $943,634 |
| 2023 | 255 | $19.0M | $1.1M | $941,477 |
| 2022 | 280 | $15.2M | $1.0M | $918,895 |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS CPAS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $40,193 | $17,390 | $18,785 | — | — |
| 2023 | $27,158 | — | — | — | — |
| 2022 | $51,613 | $35,597 | $11,789 | — | $4,227 |