Plan Snapshot
- Plan Sponsor: Pulmuone Foods Usa, INC.
- Sponsor EIN: 421470703
- Sponsor Address: 2315 MOORE AVE., FULLERTON, CA, 92833
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $11.0M
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 | 316 | $11.0M | $522,244 | $1.2M |
| 2023 | 306 | $8.1M | $235,498 | $1.0M |
| 2022 | 306 | $5.8M | $314,319 | $931,948 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $23,943 | — | $23,943 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $23,241 | — | $23,241 |
| PENTEGRA SERVICES INC. | CONTRACT ADMIN | $9,234 | — | $9,234 |
| CKP, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,418
- Estimated Expense Ratio: 0.515% 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 | $69,968 | $26,333 | $9,234 | — | — |
| 2023 | $24,801 | $9,544 | $5,250 | — | — |
| 2022 | $1,710 | $1,710 | — | — | — |