Plan Snapshot
- Plan Sponsor: Pioneer North America, INC.
- Sponsor EIN: 953243785
- Sponsor Address: 970WEST 190TH STREET, TORRANCE, CA, 90502
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $71.5M
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 | 80 | $71.5M | $116,424 | $880,700 |
| 2023 | 83 | $69.4M | $121,726 | $813,481 |
| 2022 | 99 | $65.2M | $152,467 | $929,632 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $27,274 | — | $27,274 |
| KIECKHAFER, SCHIFFER LLP | OTHER | $11,250 | — | $11,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIECKHAFER, SCHIFFER LLP — OTHER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,524
- Estimated Expense Ratio: 0.054% 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 | $38,524 | — | — | $11,250 | — |
| 2023 | $78,784 | — | — | $11,000 | — |
| 2022 | $70,737 | — | — | — | — |