Plan Snapshot
- Plan Sponsor: P/W Central Business Office, INC.
- Sponsor EIN: 561767880
- Sponsor Address: P.O BOX 306, PINETOPS, NC, 27864
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $5.5M
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 | 183 | $5.5M | $118,378 | $186,031 |
| 2023 | 166 | $4.8M | $118,361 | $186,293 |
| 2022 | 146 | $4.3M | $119,874 | $181,118 |
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 |
|---|---|---|---|---|
| ANTHONY, TABB, & CREEL P.A. | 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 | $33,628 | — | $33,628 | — | — |
| 2023 | $29,544 | — | $29,544 | — | — |
| 2022 | $28,161 | — | $28,161 | — | — |