Plan Snapshot
- Plan Sponsor: Pearl River Valley Electric Power Association
- Sponsor EIN: 640219645
- Sponsor Address: 1422 HIGHWAY 13 NORTH, COLUMBIA, MS, 39429
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $41.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $41.0M | $800,237 | $926,815 |
| 2023 | 129 | $36.6M | $754,894 | $868,141 |
| 2022 | 123 | $32.5M | $684,255 | $776,208 |
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 |
|---|---|---|---|---|
| TMH, PLLC | 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 | $1,918 | — | $1,918 | — | — |
| 2023 | $85,184 | $83,884 | $1,300 | — | — |
| 2022 | $88,136 | $86,346 | $1,790 | — | — |