Plan Snapshot
- Plan Sponsor: Pci Group, INC.
- Sponsor EIN: 262112823
- Sponsor Address: 11632 HARRISBURG RD, FORT MILL, SC, 29707
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 183
- Total Assets: $147,764
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $147,764 | $1.3M | $475,094 |
| 2023 | 180 | $169,162 | $1.1M | $482,457 |
| 2022 | 192 | $52,378 | $890,664 | $372,239 |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE (UHC) | Other Service Provider | $67,974 | — | $67,974 |
| IMA FINANCIAL GROUP (ECM SOLUTIONS) | Investment Advisor | $46,684 | — | $46,684 |
| THE BENECON GROUP, LLC | Investment Advisor | $33,952 | — | $33,952 |
| E. K. MCCONKEY & CO. INC | Investment Advisor | $31,830 | — | $31,830 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,440
- Estimated Expense Ratio: 122.114% 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 | $475,094 | — | $475,094 | — | — |
| 2023 | $482,457 | — | $482,457 | — | — |
| 2022 | $460,294 | — | $460,294 | — | — |