Plan Snapshot
- Plan Sponsor: Pfn Lending Group INC
- Sponsor EIN: 330886403
- Sponsor Address: 5016 PARKWAY CALABASAS STE 200, CALABASAS, CA, 913022598
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $1.9M
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 | 187 | $1.9M | $23,052 | $371,171 |
| 2023 | 165 | $1.5M | $24,927 | $373,273 |
| 2022 | 218 | $805,193 | $33,667 | $567,434 |
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 |
|---|---|---|---|---|
| CATHEDRAL CPAS AND ADVISORS, LLP | 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 | $14,564 | $8,780 | $4,924 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $6,490 | $2,758 | $3,732 | — | — |