Plan Snapshot
- Plan Sponsor: Pce INC
- Sponsor EIN: 300683634
- Sponsor Address: 5120 NW 38TH STREET, LINCOLN, NE, 68524
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 161
- Total Assets: $22.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 161 | $22.2M | $0 | $0 |
| 2024 | 98 | $19.4M | $262,523 | $550,879 |
| 2023 | 159 | $19.3M | $339,899 | $690,543 |
| 2022 | 197 | $16.6M | $378,292 | $757,744 |
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 |
|---|---|---|---|---|
| D.A DAVIDSON COMPANIES | Other Service Provider | $35,000 | — | $35,000 |
| JOHN HANCOCK RETIREMENT PLAN SVCS | Other Service Provider | $34,474 | — | $34,474 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,474
- Estimated Expense Ratio: 0.314% 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 | $1,320,971 | $35,000 | $34,474 | — | — |
| 2024 | $70,174 | $35,000 | $35,174 | — | — |
| 2023 | $71,344 | $35,000 | $36,344 | — | — |
| 2022 | $73,633 | $37,221 | $36,412 | — | — |