Plan Snapshot
- Plan Sponsor: Peckham Industries, INC.
- Sponsor EIN: 131724577
- Sponsor Address: 172 PROSPECT HILL ROAD, BREWSTER, NY, 10509
- Plan Type: 401(k)
- Total Participants: 711
- Total Assets: $91.4M
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 | 711 | $91.4M | $2.1M | $5.1M |
| 2023 | 720 | $84.7M | $1.8M | $4.6M |
| 2022 | 903 | $66.5M | $1.7M | $4.0M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | -$99,566 | $23,317 | $1,500 | — | — |
| 2023 | -$91,074 | $31,077 | — | — | — |
| 2022 | -$78,653 | $33,785 | — | — | — |