Plan Snapshot
- Plan Sponsor: Pmc Global, INC.
- Sponsor EIN: 954605938
- Sponsor Address: 12243 BRANFORD STREET, SUN VALLEY, CA, 913521367
- Plan Type: 401(k)
- Total Participants: 1,040
- Total Assets: $85.4M
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 | 1,040 | $85.4M | $1.5M | $5.4M |
| 2023 | 1,022 | $74.3M | $1.8M | $5.2M |
| 2022 | 1,051 | $62.8M | $1.3M | $5.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | SERVICE PROVIDER | $96,674 | — | $96,674 |
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $94,579 | — | $94,579 |
| MILLER KAPLAN ARASE LLP | SERVICE PROVIDER | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING — SERVICE PROVIDER
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- MILLER KAPLAN ARASE LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,753
- Estimated Expense Ratio: 0.240% 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 | $204,753 | $96,674 | $94,579 | $13,500 | — |
| 2023 | $145,842 | $48,748 | $84,094 | $13,000 | — |
| 2022 | $118,090 | $63,928 | $41,662 | — | $12,500 |