Plan Snapshot
- Plan Sponsor: Pe Management Group, INC.
- Sponsor EIN: 871034539
- Sponsor Address: 18029 CALLE AMBIENTE, RANCHO SANTA FE, CA, 92091
- Plan Type: 401(k)
- Total Participants: 658
- Total Assets: $1.9M
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 | 658 | $1.9M | $64,542 | $459,145 |
| 2023 | 606 | $1.3M | $59,827 | $435,274 |
| 2022 | 471 | $704,104 | $52,411 | $350,073 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $39,628 | — | — | — | — |
| 2023 | $20,238 | — | — | — | — |
| 2022 | $10,368 | — | — | — | $10,368 |