Plan Snapshot
- Plan Sponsor: Pearsons Candy Co.
- Sponsor EIN: 832454593
- Sponsor Address: 2140 W 7TH ST, SAINT PAUL, MN, 55116
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $3.8M
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 | 84 | $3.8M | $177,225 | $226,660 |
| 2023 | 83 | $3.3M | $201,626 | $222,497 |
| 2022 | 105 | $3.1M | $264,411 | $240,001 |
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 |
|---|---|---|---|---|
| MILLER, COOPER & CO. LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER, COOPER & CO. LTD. — Auditor
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 | $31,908 | $9,848 | — | — | — |
| 2023 | $33,656 | $8,823 | — | — | — |
| 2022 | $28,759 | — | — | — | — |