Plan Snapshot
- Plan Sponsor: Prm Corporation
- Sponsor EIN: 952860107
- Sponsor Address: PO BOX 70489, PASADENA, CA, 91117
- Plan Type: 401(k)
- Total Participants: 665
- Total Assets: $47.1M
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 | 665 | $47.1M | -$299 | $4.4M |
| 2023 | 655 | $41.7M | $0 | $4.1M |
| 2022 | 602 | $35.3M | $1.0M | $3.9M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $173,725 | — | $173,725 |
| ADP, INC. | RECORD KEEPER | $97,333 | — | $97,333 |
| DOUGHERTY & COMPANY | ACCOUNTANT | $11,200 | — | $11,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- DOUGHERTY & COMPANY — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $282,258
- Estimated Expense Ratio: 0.599% 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 | $195,396 | $166,763 | — | — | — |
| 2023 | $157,990 | $94,736 | — | — | — |
| 2022 | $168,452 | — | — | — | — |