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)
- 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. |
|---|---|---|---|---|
| 2025 | 191 | $4.7M | $0 | $0 |
| 2024 | 223 | $3.8M | $82,912 | $255,825 |
| 2023 | 211 | $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 |
|---|---|---|---|---|
| LEAF & COLE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $1,806 | — | — | — | — |
| 2024 | $3,613 | — | $3,613 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $178 | — | $178 | — | — |