# P & S Investment Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/p-s-investment-company-inc-plan-002

> P & S Investment Company, INC.'s 401(k) plan: 270 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/p-s-investment-company-inc-plan-002)

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