Plan Snapshot
- Plan Sponsor: Team Public Choices, LLC
- Sponsor EIN: 822887085
- Sponsor Address: 3131 CAMINO DEL RIO N, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 86,005
- Total Assets: $37.0M
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 | 86,005 | $37.0M | $401,634 | $4.3M |
| 2023 | 28,006 | $24.3M | $427,160 | $2.5M |
| 2022 | 22,852 | $20.3M | $317,117 | $2.0M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $123,818 | — | $123,818 |
| USI ADVISORS | NONE | $27,716 | — | $27,716 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,534
- Estimated Expense Ratio: 0.410% 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 | $231,822 | — | $231,822 | — | — |
| 2023 | $78,533 | $29,575 | $48,958 | — | — |
| 2022 | $201,078 | $28,714 | $172,364 | — | — |