Plan Snapshot
- Plan Sponsor: Pegasus Building Services Company, INC.
- Sponsor EIN: 330025531
- Sponsor Address: 7966 ARJONS DR STE A, SAN DIEGO, CA, 921266361
- Plan Type: DC
- Total Participants: 78
- Total Assets: $6.9M
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. |
|---|---|---|---|---|
| 2023 | 78 | $6.9M | $542,527 | $0 |
| 2022 | 107 | $16.3M | $442,502 | $0 |
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 |
|---|---|---|---|---|
| GELMAN LLP | Other Service Provider | $38,000 | — | $38,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,000
- Estimated Expense Ratio: 0.553% 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 |
|---|---|---|---|---|---|
| 2023 | $22,750 | — | — | — | — |
| 2022 | — | — | — | — | — |