Plan Snapshot
- Plan Sponsor: James M. Pleasants Company, INC.
- Sponsor EIN: 560797189
- Sponsor Address: PO BOX 16706, GREENSBORO, NC, 27416
- Plan Type: DC
- Total Participants: 190
- Total Assets: $89.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 190 | $89.5M | $4.7M | $0 |
| 2023 | 171 | $75.7M | $4.6M | $0 |
| 2022 | 158 | $64.4M | $3.4M | $0 |
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 |
|---|---|---|---|---|
| HUGHES PITTMAN & GUPTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUGHES PITTMAN & GUPTON, LLP — Auditor
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 | $90 | — | — | — | — |
| 2023 | $10 | $10 | — | — | — |
| 2022 | — | — | — | — | — |