# Pindler & Pindler, INC. DC Plan
Source: https://planprovider.pro/companies/pindler-pindler-inc-plan-001

> Pindler & Pindler, INC.'s DC plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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