Plan Snapshot
- Plan Sponsor: P & S Investment Company, INC.
- Sponsor EIN: 391372431
- Sponsor Address: 2100 RIVERSIDE DRIVE, GREEN BAY, WI, 543012375
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 270 | $12.3M | $698,635 | $657,397 |
| 2023 | 209 | $9.7M | $552,152 | $464,597 |
| 2022 | 188 | $10.6M | $594,761 | $345,954 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $66,385 | $66,385 | — | — | — |
| 2023 | $64,309 | $56,235 | — | — | — |
| 2022 | $57,777 | $54,185 | — | — | — |