Plan Snapshot
- Plan Sponsor: Royal Pacific Funding Corporation
- Sponsor EIN: 510474304
- Sponsor Address: 4000 MACARTHUR BLVD, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $5.2M
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 | 69 | $5.2M | $242,558 | $557,769 |
| 2023 | 79 | $4.7M | $215,271 | $455,828 |
| 2022 | 47 | $4.2M | $313,371 | $605,451 |
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 |
|---|---|---|---|---|
| WITHUMSMITH AND BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH AND BROWN PC — Auditor
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 | $23,473 | $13,198 | — | — | — |
| 2023 | $22,395 | $11,818 | — | — | — |
| 2022 | $23,908 | $1,750 | — | — | — |