Plan Snapshot
- Plan Sponsor: Pd Systems, LLC
- Sponsor EIN: 260803425
- Sponsor Address: 6225 BRANDON AVENUE, SPRINGFIELD, VA, 22150
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 96
- Total Assets: $437,397
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 | 96 | $437,397 | $1.1M | $106,527 |
| 2023 | 1 | $247,333 | $123,153 | $56,552 |
| 2022 | 42 | $236,123 | $442,612 | $311,350 |
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 |
|---|---|---|---|---|
| THE CAPITAL GROUP | Investment Advisor | $44,750 | — | $44,750 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $36,066 | — | $36,066 |
| THE BENECON GROUP | Investment Advisor | $18,383 | — | $18,383 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,199
- Estimated Expense Ratio: 22.679% 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 | $1,112,689 | — | — | — | — |
| 2023 | $157,654 | — | — | — | — |
| 2022 | $642,153 | — | — | — | — |