Plan Snapshot
- Plan Sponsor: Pdds Buyer, LLC
- Sponsor EIN: 842204671
- Sponsor Address: 3990 WESTERLY PLACE SUITE 200, NEWPORT BEACH, CA, 92667
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $11.3M
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 | 217 | $11.3M | $564,540 | $2.2M |
| 2023 | 310 | $7.9M | $428,529 | $1.9M |
| 2022 | 189 | $3.2M | $443,340 | $999,098 |
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 |
|---|---|---|---|---|
| FRANK RIMERMAN + CO. LLP | Auditor | — | — | $0 |
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 | $83,859 | $54,467 | $29,392 | — | — |
| 2023 | $46,553 | $18,064 | $13,339 | $15,150 | — |
| 2022 | $620 | — | $620 | — | — |