Plan Snapshot
- Plan Sponsor: Pci Industries LLC
- Sponsor EIN: 872341796
- Sponsor Address: 5101 BLUE MOUND ROAD, FORT WORTH, TX, 76106
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $22.6M
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 | 315 | $22.6M | $546,276 | $1.3M |
| 2023 | 308 | $19.9M | $549,308 | $1.1M |
| 2022 | 290 | $15.8M | $485,747 | $972,582 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $59,065 | $175 | $59,240 |
| ADP, INC. | RECORD KEEPER | $14,111 | — | $14,111 |
| LANE GORMAN TRUBITT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- LANE GORMAN TRUBITT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,351
- Estimated Expense Ratio: 0.324% 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 | $73,177 | $59,065 | — | — | — |
| 2023 | $62,264 | $49,174 | — | — | — |
| 2022 | $59,081 | — | — | — | — |