Plan Snapshot
- Plan Sponsor: P3i, Incorporated
- Sponsor EIN: 043508066
- Sponsor Address: 77 MAIN ST, HOPKINTON, MA, 01748
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 27 | $12.1M | $83,177 | $180,737 |
| 2023 | 29 | $12.9M | $80,218 | $175,062 |
| 2022 | 28 | $13.2M | $82,371 | $175,221 |
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 |
|---|---|---|---|---|
| BRITT & COMPANY CPA, LLC | 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 | $15,770 | — | $15,770 | — | — |
| 2023 | $15,951 | — | $15,951 | — | — |
| 2022 | $63,283 | — | $63,283 | — | — |