Plan Snapshot
- Plan Sponsor: Pds Administration Company, INC.
- Sponsor EIN: 843903078
- Sponsor Address: 555 METRO PLACE NORTH SUITE 650, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $13.6M
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 | 200 | $13.6M | $543,563 | $1.2M |
| 2023 | 189 | $11.4M | $446,824 | $950,412 |
| 2022 | 171 | $9.6M | $439,088 | $821,485 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | Investment Advisor | $29,177 | — | $29,177 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $16,917 | — | $16,917 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,094
- Estimated Expense Ratio: 0.340% 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 | $46,469 | $29,177 | $375 | — | — |
| 2023 | $42,373 | — | $42,373 | — | — |
| 2022 | $38,223 | — | — | — | — |