Plan Snapshot
- Plan Sponsor: James M. Pleasants Company, INC.
- Sponsor EIN: 560797189
- Sponsor Address: PO BOX 16706, GREENSBORO, NC, 27416
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 231 | $15.7M | $812,689 | $644,116 |
| 2023 | 169 | $13.1M | $600,111 | $366,865 |
| 2022 | 147 | $11.0M | $493,589 | $372,070 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,964 | — | $15,964 |
| GORDON ASSET MANAGMENT LLC | ADVISOR | $6,221 | — | $6,221 |
| EISNERAMPER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GORDON ASSET MANAGMENT LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,185
- Estimated Expense Ratio: 0.141% 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 | $22,870 | $6,906 | — | — | — |
| 2023 | $995 | — | — | — | — |
| 2022 | $981 | — | — | — | $945 |