Plan Snapshot
- Plan Sponsor: Pearce Services, LLC
- Sponsor EIN: 465721882
- Sponsor Address: 1222 VINE ST. SUITE 301, PASO ROBLES, CA, 93446
- Plan Type: 401(k)
- Total Participants: 2,531
- Total Assets: $33.6M
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 | 2,531 | $33.6M | $2.0M | $5.4M |
| 2023 | 1,976 | $25.2M | $1.5M | $4.4M |
| 2022 | 1,738 | $19.0M | $1.4M | $3.6M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $115,151 | — | $115,151 |
| FINANCIAL COUNSELING RESOURCES, LLC | NONE | $66,601 | — | $66,601 |
| CHARLES SCHWAB | NONE | — | $13,981 | $13,981 |
| CALIBER AUDIT & ATTEST, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- CHARLES SCHWAB — NONE
- CALIBER AUDIT & ATTEST, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,733
- Estimated Expense Ratio: 0.583% 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 | $181,706 | $66,601 | $115,105 | — | — |
| 2023 | $146,957 | $50,503 | $96,454 | — | — |
| 2022 | $97,985 | — | $97,985 | — | — |