Plan Snapshot
- Plan Sponsor: Pdf INC.
- Sponsor EIN: 383149305
- Sponsor Address: 10102 N. MURPHY RD., BRAZIL, IN, 47834
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 181 | $2.8M | $287,491 | $508,781 |
| 2023 | 185 | $2.0M | $284,171 | $486,666 |
| 2022 | 162 | $1.1M | $288,547 | $441,190 |
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 |
|---|---|---|---|---|
| SWINDON, SPRINGER & CO. CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $28,996 | — | $28,996 | — | — |
| 2023 | $25,154 | — | $25,154 | — | — |
| 2022 | $17,757 | — | $17,757 | — | — |