Plan Snapshot
- Plan Sponsor: Pdq Workholding, LLC
- Sponsor EIN: 271872455
- Sponsor Address: 1100 S. WILLIAMS DRIVE, COLUMBIA CITY, IN, 46725
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $10.8M
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 | 259 | $10.8M | $603,674 | $1.0M |
| 2023 | 263 | $9.1M | $603,636 | $1.1M |
| 2022 | 204 | $6.6M | $405,152 | $716,182 |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER, LLP — Auditor
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 | $14,450 | — | $11,938 | — | — |
| 2023 | $7,644 | $2,114 | $5,530 | — | — |
| 2022 | $7,640 | $1,720 | $5,920 | — | — |