Plan Snapshot
- Plan Sponsor: Perfect 85 Degrees C, INC
- Sponsor EIN: 383826912
- Sponsor Address: 1415 MOONSTONE, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 1,089
- Total Assets: $13.5M
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 | 1,089 | $13.5M | $951,446 | $1.4M |
| 2023 | 983 | $10.2M | $814,646 | $1.2M |
| 2022 | 881 | $7.3M | $751,399 | $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 |
|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | NONE | $28,594 | — | $28,594 |
| THE VANGUARD GROUP, INC. | NONE | $17,825 | — | $17,825 |
| ADP, INC. | NONE | $11,271 | — | $11,271 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- ADP, INC. — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,690
- Estimated Expense Ratio: 0.428% 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 | $68,880 | $1,073 | $18,245 | — | — |
| 2023 | $68,654 | $39,469 | $29,185 | — | — |
| 2022 | $43,958 | $22,975 | $20,983 | — | — |