# Union Of Pan Asian Communities Upac 403(b) Plan
Source: https://planprovider.pro/companies/union-of-pan-asian-communities-upac-237279074-001

> Union Of Pan Asian Communities Upac's 403(b) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Of Pan Asian Communities Upac

- **Sponsor EIN:** 237279074

- **Sponsor Address:** 1031 25TH ST, SAN DIEGO, CA, 92102

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 191

- **Total Assets:** $4.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|191|$4.7M|$19,308|$534,189|

| 2023|226|$4.0M|$145,659|$423,298|

| 2022|237|$2.9M|$0|$262,701|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|Other Service Provider|$2,896|$19,019|$21,915|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,915

- **Estimated Expense Ratio:** 0.467% 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|$1,806|—|—|—|—|

| 2023|$310,084|—|—|—|—|

| 2022|$178|—|$178|—|—|

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