# The Pasha Group 401(k) Plan
Source: https://planprovider.pro/companies/the-pasha-group-401k-plan

> The Pasha Group's 401(k) plan: 512 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|

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