Plan Snapshot
- Plan Sponsor: P1 Technologies, INC
- Sponsor EIN: 541437569
- Sponsor Address: 6591 MERRIMAN RD SW, ROANOKE, VA, 24018
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 274 | $33.7M | $217,852 | $0 |
| 2023 | 260 | $32.3M | $417,852 | $599,892 |
| 2022 | 217 | $32.6M | $347,885 | $497,288 |
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 |
|---|---|---|---|---|
| ANDERSON & REED, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERSON & REED, 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 | $4,160 | — | — | — | — |
| 2023 | $1,825 | — | — | — | — |
| 2022 | $2,680 | — | — | — | — |