Plan Snapshot
- Plan Sponsor: Frank Pepe'S Development Co., LLC
- Sponsor EIN: 202618425
- Sponsor Address: 1336 EAST MAIN STREET, MERIDEN, CT, 06450
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $2.1M
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 | 339 | $2.1M | $207,697 | $475,760 |
| 2023 | 272 | $1.5M | $185,848 | $432,574 |
| 2022 | 562 | $817,937 | $159,652 | $417,646 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, 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 |
|---|---|---|---|---|---|
| 2024 | $14,224 | — | $14,224 | — | — |
| 2023 | $6,061 | — | $6,061 | — | — |
| 2022 | $1,127 | — | $1,127 | — | — |