Plan Snapshot
- Plan Sponsor: Pearl Technology, LLC
- Sponsor EIN: 843954605
- Sponsor Address: 1200 EAST GLEN AVE., PEORIA HEIGHTS, IL, 61616
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $13.8M
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 | 48 | $13.8M | $88,879 | $258,835 |
| 2023 | 44 | $14.7M | $95,899 | $220,564 |
| 2022 | 42 | $16.8M | $102,305 | $227,409 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | $15,939 | — | $15,939 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,939
- Estimated Expense Ratio: 0.116% 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 | $18,628 | $2,226 | — | $15,939 | — |
| 2023 | $3,106 | $2,781 | — | — | — |
| 2022 | $10,155 | $8,449 | — | — | — |