Plan Snapshot
- Plan Sponsor: Palmer Johnson Enterprises, INC.
- Sponsor EIN: 390746894
- Sponsor Address: 1835 HAYNES DRIVE, SUN PRAIRIE, WI, 53590
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 232
- Total Assets: $24.0M
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. |
|---|---|---|---|---|
| 2025 | 232 | $24.0M | $0 | $0 |
| 2024 | 194 | $23.8M | $380,105 | $1.5M |
| 2023 | 177 | $20.6M | $372,225 | $1.3M |
| 2022 | 172 | $16.8M | $343,465 | $1.2M |
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 |
|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | Investment Advisor | $51,207 | — | $51,207 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $30,507 | — | $30,507 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,714
- Estimated Expense Ratio: 0.341% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $6,091,809 | $51,207 | — | — | — |
| 2024 | $73,274 | $45,897 | — | — | — |
| 2023 | $60,379 | $38,225 | — | — | — |
| 2022 | $56,703 | — | — | — | — |