# Peg Lion, LLC 401(k) Plan
Source: https://planprovider.pro/companies/peg-lion-llc-330826840-501

> Peg Lion, LLC's 401(k) plan: 1,498 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peg Lion, LLC

- **Sponsor EIN:** 330826840

- **Sponsor Address:** 3700 OCEANIC WAY STE 101, OCEANSIDE, CA, 92056

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,498

- **Total Assets:** $1.3M

## 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|1,498|$1.3M|$9.1M|$0|

| 2023|1,613|$1.4M|$8.9M|$3,487|

| 2022|1,280|$2.0M|$8.7M|$3,080|

## 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|

| MVI ADMINISTRATORS INSURANCE INC.|Other Service Provider|$306,622|—|$306,622|

| VENBROOK INSURANCE SERVICES|Other Service Provider|$127,398|—|$127,398|

| INSURANCE OFFICE OF AMERICA, INC.|Other Service Provider|$61,134|—|$61,134|

| NEWFRONT INSURANCE SERVICES, LLC|Other Service Provider|$48,729|—|$48,729|

| EIDE BAILLY, LLP|Auditor|$29,475|—|$29,475|

| ACRISURE LLC DBA BEAL INSURANCE|Other Service Provider|$25,055|—|$25,055|

| KENNETH KYLE SHALLAHAMER|Other Service Provider|$22,466|—|$22,466|

| HUB INTERNATIONAL INSURANCE SERVICE|Other Service Provider|$18,384|—|$18,384|

| LAQUER, URBAN, CLIFFORD & HODGE LLP|Other Service Provider|$14,651|—|$14,651|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $653,914

- **Estimated Expense Ratio:** 48.825% 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|$805,711|—|$306,622|$29,475|—|

| 2023|$779,349|—|$305,036|$18,000|—|

| 2022|$755,046|—|$255,525|—|$331,580|

## Similar Plans

- [Board Of Directors Producer-Writers Guild Of America Pension Plan](https://planprovider.pro/companies/board-of-directors-producer-writers-guild-of-america-pension-plan-plan) — 8,873 participants

- [Association Of Economic Collaboration And Growth](https://planprovider.pro/companies/association-of-economic-collaboration-and-growth-401k-plan) — 5,135 participants

- [California Metals Coalition](https://planprovider.pro/companies/california-metals-coalition-954609615-501) — 1,194 participants

- [Seiu-Usww And San Diego County Employers Trust Fund](https://planprovider.pro/companies/seiu-usww-and-san-diego-county-employers-trust-fund-680496395-501) — 516 participants

- [Women Of Manufacturing & Empowering Network](https://planprovider.pro/companies/women-of-manufacturing-empowering-network-900611915-501) — 371 participants

- [Redwood Trust, INC.](https://planprovider.pro/companies/redwood-trust-inc-401k-plan) — 290 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peg-lion-llc-330826840-501)

© 2026 PlanProvider.Pro