Plan Snapshot
- Plan Sponsor: The Pasha Group
- Sponsor EIN: 942279544
- Sponsor Address: 4040 CIVIC CENTER DRIVE, SUITE 350, SAN RAFAEL, CA, 94903
- Plan Type: 401(k)
- Total Participants: 512
- Total Assets: $92.1M
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 | 512 | $92.1M | $2.4M | $4.6M |
| 2023 | 500 | $80.9M | $1.7M | $4.2M |
| 2022 | 492 | $69.4M | $1.5M | $3.7M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND | SERVICE PROVIDER | $67,618 | $9 | $67,627 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $18,922 | — | $18,922 |
| MORNINGSTAR | SERVICE PROVIDER | — | $12,693 | $12,693 |
| SCHILLER'S PENSION CONSULTING | SERVICE PROVIDER | $5,850 | — | $5,850 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,092
- Estimated Expense Ratio: 0.114% 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 | $94,452 | — | $94,452 | — | — |
| 2023 | $99,977 | $5,212 | $94,765 | — | — |
| 2022 | $42,825 | — | $42,825 | — | — |