Plan Snapshot
- Plan Sponsor: Pete'S Road Service, INC.
- Sponsor EIN: 952591159
- Sponsor Address: 2230 E. ORANGETHORPE AVENUE, FULLERTON, CA, 928315329
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $13.0M
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 | 134 | $13.0M | $100,000 | $467,875 |
| 2023 | 130 | $11.5M | $59,520 | $397,589 |
| 2022 | 135 | $9.4M | $100,000 | $407,794 |
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 |
|---|---|---|---|---|
| DAVID L. BUCK CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L. BUCK CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,896 | — | — | — | — |
| 2023 | $2,325 | — | — | — | — |
| 2022 | $2,153 | — | $2,153 | — | — |