Plan Snapshot
- Plan Sponsor: San Pedro Fish Markets
- Sponsor EIN: 953635364
- Sponsor Address: 2500 VIA CABRILLO MARINA STE 200, SAN PEDRO, CA, 907317224
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 136
- Total Assets: $1.8M
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 | 136 | $1.8M | $80,134 | $137,307 |
| 2023 | 120 | $1.5M | $68,324 | $122,997 |
| 2022 | 155 | $1.1M | $74,052 | $184,885 |
| 2020 | 143 | $866,697 | $46,973 | $108,728 |
| 2019 | 151 | $606,734 | $48,112 | $101,008 |
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 Advisor | $8,296 | — | $8,296 |
| PAYCHEX, INC. | Recordkeeper | $6,916 | — | $6,916 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,212
- Estimated Expense Ratio: 0.847% 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 | $15,216 | $8,296 | $6,920 | — | — |
| 2023 | $11,320 | $6,247 | $5,073 | — | — |
| 2022 | $8,932 | $5,468 | $3,464 | — | — |
| 2020 | $180 | — | $180 | — | — |
| 2019 | $300 | — | $300 | — | — |