Plan Snapshot
- Plan Sponsor: Pgp International, INC.
- Sponsor EIN: 043432542
- Sponsor Address: 351 HANSON WAY, WOODLAND, CA, 95776
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 174 | $17.1M | $596,130 | $804,184 |
| 2023 | 171 | $15.8M | $580,802 | $752,630 |
| 2022 | 204 | $13.3M | $606,731 | $761,958 |
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 |
|---|---|---|---|---|
| WEALTH MNGMNT GROUP OF WELLS FARGO | ADVISOR | $83,505 | — | $83,505 |
| BOYUM & BARENSCHEER, PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOYUM & BARENSCHEER, PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,505
- Estimated Expense Ratio: 0.489% 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 | $128,511 | — | $128,511 | — | — |
| 2023 | $120,739 | — | $120,739 | — | — |
| 2022 | $52,164 | — | $52,164 | — | — |