Plan Snapshot
- Plan Sponsor: Pirch, INC.
- Sponsor EIN: 260565897
- Sponsor Address: 2714 LOKER WEST, CARLSBAD, CA, 92010
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $6.7M
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 | 10 | $6.7M | $177,014 | $563,629 |
| 2023 | 393 | $10.3M | $982,245 | $2.1M |
| 2022 | 458 | $6.5M | $153,690 | $1.5M |
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 |
|---|---|---|---|---|
| JGD & ASSOCIATES LLP | Auditor | $12,250 | — | $12,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,250
- Estimated Expense Ratio: 0.184% 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 | $128,579 | $5,317 | — | — | — |
| 2023 | $83,441 | $4,403 | — | $12,250 | — |
| 2022 | $60,878 | $1,444 | — | — | — |