Plan Snapshot
- Plan Sponsor: The Peggs Co., INC.
- Sponsor EIN: 952850409
- Sponsor Address: 4851 FELSPAR STREET, RIVERSIDE, CA, 925093024
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $4.7M
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 | 361 | $4.7M | $50,327 | $580,678 |
| 2023 | 343 | $3.9M | $37,322 | $437,347 |
| 2022 | 371 | $3.2M | $68,441 | $356,021 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $48,455 | — | $48,455 |
| S B H U LIFE AGENCY INC | OTHER SERVICES | — | $14,284 | $14,284 |
| LENNY YEH INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S B H U LIFE AGENCY INC — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,739
- Estimated Expense Ratio: 1.337% 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 | $48,455 | — | $48,455 | — | — |
| 2023 | $38,676 | — | $38,676 | — | — |
| 2022 | $34,215 | — | $34,215 | — | — |