# Pearce Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pearce-industries-inc-401k-plan

> Pearce Industries, INC.'s 401(k) plan: 1,076 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pearce Industries, INC.

- **Sponsor EIN:** 741892795

- **Sponsor Address:** 12320 SOUTH MAIN STREET, HOUSTON, TX, 77035

- **Plan Type:** 401(k)

- **Total Participants:** 1,076

- **Total Assets:** $73.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,076|$73.1M|$2.5M|$4.1M|

| 2023|1,027|$63.6M|$3.3M|$3.3M|

| 2022|773|$51.1M|$3.7M|$2.7M|

## 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 ADVISORY GROUP, LLC|INVESTMENT MGMT|$131,286|—|$131,286|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$59,002|—|$59,002|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$42,271|—|$42,271|

| MELTON & MELTON, LLP|Auditor|$1,500|—|$1,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MELTON & MELTON, LLP](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $234,059

- **Estimated Expense Ratio:** 0.320% 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|$234,059|$190,288|—|$1,500|—|

| 2023|$194,965|$133,007|—|$26,500|—|

| 2022|$162,533|$129,921|$32,312|—|$300|

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