Plan Snapshot
- Plan Sponsor: Pearl River Technologies LLC
- Sponsor EIN: 463696575
- Sponsor Address: 301 W FEE AVENUE, MELBOURNE, FL, 32901
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $6.9M
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 | 58 | $6.9M | $200,774 | $460,136 |
| 2023 | 62 | $7.8M | $256,871 | $555,925 |
| 2022 | 119 | $6.4M | $275,911 | $566,477 |
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 |
|---|---|---|---|---|
| HILL FOGG P.C. | Auditor | — | — | $0 |
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 | $73,546 | — | $73,546 | — | — |
| 2023 | $72,165 | — | $72,165 | — | — |
| 2022 | $38,274 | — | $38,274 | — | — |