Plan Snapshot
- Plan Sponsor: Rehrig Pacific Company
- Sponsor EIN: 954608797
- Sponsor Address: 4010 EAST 26TH STREET, LOS ANGELES, CA, 90058
- Plan Type: 401(k)
- Total Participants: 1,931
- Total Assets: $171.1M
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 | 1,931 | $171.1M | $7.3M | $8.2M |
| 2023 | 1,568 | $140.3M | $6.7M | $7.4M |
| 2022 | 1,952 | $111.8M | $5.4M | $6.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $37,620 | — | $37,620 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,763 | — | $30,763 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,383
- Estimated Expense Ratio: 0.040% 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 | $68,383 | $37,620 | — | — | — |
| 2023 | $62,452 | $35,289 | $300 | — | — |
| 2022 | $54,412 | $27,996 | — | — | — |