Plan Snapshot
- Plan Sponsor: Petersen Precision Engineering, LLC
- Sponsor EIN: 941623325
- Sponsor Address: 611 BROADWAY, REDWOOD CITY, CA, 94063
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $12.9M
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 | 158 | $12.9M | $164,396 | $824,979 |
| 2023 | 156 | $10.4M | $147,385 | $724,692 |
| 2022 | 136 | $8.9M | $131,264 | $611,929 |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS, CPA, INC. | Auditor | — | — | $0 |
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 | $9,648 | $9,648 | — | — | — |
| 2023 | $7,378 | $7,378 | — | — | — |
| 2022 | $6,523 | $6,523 | — | — | — |