Plan Snapshot
- Plan Sponsor: Performing Arts Center Of Los Angeles County
- Sponsor EIN: 952217011
- Sponsor Address: 135 N. GRAND AVENUE, LOS ANGELES, CA, 900123013
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 390
- Total Assets: $21.8M
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 | 390 | $21.8M | $466,374 | $1.0M |
| 2023 | 384 | $20.5M | $450,272 | $974,768 |
| 2022 | 311 | $18.9M | $397,247 | $881,130 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | Other Service Provider | $76,524 | $54 | $76,578 |
| MERRILL LYNCH,PIERCE,FENNER & SMITH | Other Service Provider | — | $46,293 | $46,293 |
| ACTUARIAL BENEFITS CORP. | Recordkeeper | — | $10,318 | $10,318 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $8,409 | — | $8,409 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,598
- Estimated Expense Ratio: 0.650% 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 | $84,934 | $7,357 | $76,877 | — | — |
| 2023 | $82,211 | $6,619 | $74,542 | — | — |
| 2022 | $104,561 | — | $104,561 | — | — |