Plan Snapshot
- Plan Sponsor: Pcf Acquisition Co.
- Sponsor EIN: 561785063
- Sponsor Address: P.O. BOX 195158, DALLAS, TX, 752198602
- Plan Type: 401(k)
- Total Participants: 982
- Total Assets: $57.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 982 | $57.0M | $843,639 | $4.6M |
| 2023 | 944 | $50.3M | $927,251 | $4.6M |
| 2022 | 923 | $41.8M | $923,657 | $4.5M |
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 |
|---|---|---|---|---|
| MSJC LP | INVESTMENT ADVISOR | $82,919 | — | $82,919 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $59,731 | — | $59,731 |
| FORVIS MAZARS, LLP | AUDITOR | $30,359 | — | $30,359 |
| CFO4LIFE GROUP LLC | INVESTMENT ADVISOR | $17,825 | — | $17,825 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $14,680 | — | $14,680 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $205,514
- Estimated Expense Ratio: 0.360% 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 | $205,514 | $115,424 | — | $30,359 | — |
| 2023 | $209,675 | — | — | — | — |
| 2022 | $315,886 | $241,908 | $61,916 | — | $10,850 |