Plan Snapshot
- Plan Sponsor: Pindler & Pindler, INC.
- Sponsor EIN: 951851466
- Sponsor Address: 11910 POINDEXTER AVENUE, MOORPARK, CA, 93021
- Plan Type: DC
- Total Participants: 122
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $16.2M | $638,315 | $0 |
| 2023 | 121 | $14.7M | $708,112 | $0 |
| 2022 | 128 | $14.2M | $738,063 | $0 |
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 |
|---|---|---|---|---|
| OPPENHEIMER & CO. | NONE | $129,007 | — | $129,007 |
| MELONI HRIBAL TRATNER LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,007
- Estimated Expense Ratio: 0.795% 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 | $129,982 | $129,007 | — | — | — |
| 2023 | $119,920 | $118,900 | — | — | — |
| 2022 | $130,759 | $130,759 | — | — | — |