# Pbi-Gordon Companies, INC 401(k) Plan
Source: https://planprovider.pro/companies/pbi-gordon-companies-inc-401k-plan

> Pbi-Gordon Companies, INC's 401(k) plan: 506 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pbi-Gordon Companies, INC

- **Sponsor EIN:** 852832459

- **Sponsor Address:** 22701 WEST 68TH TERRACE, SHAWNEE, KS, 662263567

- **Plan Type:** 401(k)

- **Total Participants:** 506

- **Total Assets:** $33.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|506|$33.3M|$1.3M|$3.0M|

| 2023|484|$30.5M|$1.1M|$2.8M|

| 2022|492|$24.8M|$1.1M|$2.5M|

## 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|

| CBIZ CPAS P.C.|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|$161,175|$73,121|$88,054|—|—|

| 2023|$134,992|$61,841|$73,151|—|—|

| 2022|$128,755|$62,575|$66,180|—|—|

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