# Pearce Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pearce-services-llc-401k-plan

> Pearce Services, LLC's 401(k) plan: 2,531 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CALIBER AUDIT & ATTEST, LLP](https://planprovider.pro/provider/caliber-audit-and-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|—|—|

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