Plan Snapshot
- Plan Sponsor: Pacific Institute For Research And Evaluation INC.
- Sponsor EIN: 942243283
- Sponsor Address: 4061 POWDER MILL ROAD, BELTSVILLE, MD, 207053113
- Plan Type: DC
- Total Participants: 141
- Total Assets: $51.5M
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 | 141 | $51.5M | $1.1M | $0 |
| 2023 | 139 | $46.8M | $967,054 | $0 |
| 2022 | 127 | $42.8M | $972,375 | $0 |
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 |
|---|---|---|---|---|
| GELMAN ROSENBERG & FREEDMAN | 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 | $60,206 | — | — | — | — |
| 2023 | $50,806 | $9,612 | — | — | — |
| 2022 | $57,957 | $43,364 | $14,506 | — | — |