# P3i, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/p3i-incorporated-401k-plan

> P3i, Incorporated's 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Matrix Partners Management Services, L.P.](https://planprovider.pro/companies/matrix-partners-management-services-l-p-plan-002) — 24 participants

- [Matrix Partners Management Services, L.P.](https://planprovider.pro/companies/matrix-partners-management-services-l-p-plan-001) — 24 participants

- [Applied Value LLC](https://planprovider.pro/companies/applied-value-llc-plan-002) — 31 participants

- [Chaston Associates, INC.](https://planprovider.pro/companies/chaston-associates-inc-401k-plan) — 23 participants

- [The Northbridge Group, INC.](https://planprovider.pro/companies/the-northbridge-group-inc-plan) — 21 participants

- [Energy Management, INC.](https://planprovider.pro/companies/energy-management-inc-401k-plan) — 21 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/p3i-incorporated-401k-plan)

© 2026 PlanProvider.Pro