Plan Snapshot
- Plan Sponsor: Pea Group
- Sponsor EIN: 381813731
- Sponsor Address: 1849 POND RUN, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $31.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 213 | $31.5M | $971,091 | $1.6M |
| 2023 | 183 | $25.6M | $768,137 | $1.4M |
| 2022 | 167 | $20.0M | $805,866 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $87,630 | — | $87,630 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | — | $51,754 | $51,754 |
| TDM RETIREMENT SERVICES, LLC | Other Service Provider | $15,147 | — | $15,147 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $13,354 | — | $13,354 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,885
- Estimated Expense Ratio: 0.534% 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 | $114,920 | $114,920 | — | — | — |
| 2023 | $89,970 | — | $89,970 | — | — |
| 2022 | $80,443 | — | $80,443 | — | — |