Plan Snapshot
- Plan Sponsor: P.I. & I. Motor Express, INC.
- Sponsor EIN: 340759032
- Sponsor Address: 908 BROADWAY AVE, MASURY, OH, 44438
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $8.5M
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 | 252 | $8.5M | $448,509 | $560,181 |
| 2023 | 239 | $7.1M | $404,235 | $507,628 |
| 2022 | 174 | $6.6M | $304,439 | $369,380 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 | $61,946 | $825 | $21,163 | — | — |
| 2023 | $58,922 | — | $58,922 | — | — |
| 2022 | $56,791 | — | $56,791 | — | — |