Plan Snapshot
- Plan Sponsor: PC Connection, INC.
- Sponsor EIN: 020513618
- Sponsor Address: 730 MILFORD ROAD, MERRIMACK, NH, 03054
- Plan Type: 401(k)
- Total Participants: 2,596
- Total Assets: $438.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,596 | $438.8M | $7.0M | $23.5M |
| 2023 | 2,733 | $378.2M | $6.8M | $22.8M |
| 2022 | 2,702 | $311.4M | $6.5M | $21.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $102,867 | — | $102,867 |
| CAPTRUST FINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $17,314 | — | $17,314 |
| BERRY DUNN MCNEIL & PARKER, LLC | ACCOUNTANT/AUDITOR | $10,000 | — | $10,000 |
| BDMP ASSURANCE,LLP | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDMP ASSURANCE,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,181
- Estimated Expense Ratio: 0.032% 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 |
|---|---|---|---|---|---|
| 2024 | -$44,307 | $120,181 | $3,900 | $10,000 | — |
| 2023 | -$26,846 | $103,562 | — | $17,000 | — |
| 2022 | $108,338 | $103,473 | — | — | — |