Plan Snapshot
- Plan Sponsor: Porterville Sheltered Workshop, INC.
- Sponsor EIN: 941676464
- Sponsor Address: 194 W POPLAR AVE, PORTERVILLE, CA, 932575327
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $9.8M
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 | 195 | $9.8M | $160,335 | $334,632 |
| 2023 | 160 | $9.0M | $179,043 | $338,559 |
| 2022 | 156 | $8.2M | $178,095 | $329,481 |
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 |
|---|---|---|---|---|
| PINE,PEDRONCELLI & AGUILAR,INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,378 | $224 | — | — | — |
| 2023 | $39,280 | $33 | — | — | — |
| 2022 | $31,995 | — | $31,995 | — | — |