# Pereira & O'Dell LLC 401(k) Plan
Source: https://planprovider.pro/companies/pereira-o-dell-llc-401k-plan

> Pereira & O'Dell LLC's 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pereira & O'Dell LLC

- **Sponsor EIN:** 980557718

- **Sponsor Address:** 1265 BATTERY STREET, FLOOR 4, SAN FRANCISCO, CA, 94111

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

- **Total Participants:** 90

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|90|$12.4M|$228,041|$988,794|

| 2023|95|$10.5M|$255,722|$1.1M|

| 2022|121|$8.1M|$263,906|$1.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$47,830|—|$47,830|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$28,519|—|$28,519|

| PRAGER METIS CPAS LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,349

- **Estimated Expense Ratio:** 0.615% 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|$76,349|$28,519|—|—|—|

| 2023|$81,191|$26,614|—|$16,500|—|

| 2022|$61,487|$24,166|$37,321|—|—|

## Similar Plans

- [Scale Media INC](https://planprovider.pro/companies/scale-media-inc-401k-plan) — 90 participants

- [Lewis Pr INC](https://planprovider.pro/companies/lewis-pr-inc-401k-plan) — 95 participants

- [Advertise Purple, INC.](https://planprovider.pro/companies/advertise-purple-inc-401k-plan) — 82 participants

- [Brand Amp, LLC](https://planprovider.pro/companies/brand-amp-llc-401k-plan) — 79 participants

- [Launchsquad, LLC](https://planprovider.pro/companies/launchsquad-llc-401k-plan) — 107 participants

- [Chrisad, INC.](https://planprovider.pro/companies/chrisad-inc-401k-plan) — 68 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pereira-o-dell-llc-401k-plan)

© 2026 PlanProvider.Pro