Plan Snapshot
- Plan Sponsor: Pds Veba Trust
- Sponsor EIN: 476637312
- Sponsor Address: 17000 RED HILL AVENUE, IRVINE, CA, 92614
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 13,420
- Total Assets: $80,021
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 | 13,420 | $80,021 | $1.1M | $9.4M |
| 2023 | 12,775 | $76,924 | $1.1M | $8.6M |
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 |
|---|---|---|---|---|
| WINDES, INC. | 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 | $212,578 | — | $212,578 | — | — |
| 2023 | $208,745 | — | $208,745 | — | — |