Plan Snapshot
- Plan Sponsor: Pdi Technologies
- Sponsor EIN: 751883667
- Sponsor Address: 11675 RAINWATER DR., SUITE 350, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 1,395
- Total Assets: $135.5M
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 | 1,395 | $135.5M | $4.0M | $9.2M |
| 2023 | 1,113 | $114.0M | $3.7M | $8.9M |
| 2022 | 1,086 | $96.4M | $3.7M | $8.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $130,920 | — | $130,920 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $51,542 | — | $51,542 |
| MELTON & MELTON, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MELTON & MELTON, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,462
- Estimated Expense Ratio: 0.135% 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 | $182,462 | $51,542 | $2,700 | — | — |
| 2023 | $136,737 | $38,061 | — | — | — |
| 2022 | $143,976 | $30,325 | — | — | — |