# Pearl Technology, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pearl-technology-llc-401k-plan

> Pearl Technology, LLC&#39;s 401(k) plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|—|

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