Plan Snapshot
- Plan Sponsor: Peco Pallet INC.
- Sponsor EIN: 300423802
- Sponsor Address: 50 SOUTH BUCKHOUT STREET SUITE 301, IRVINGTON, NY, 10533
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $23.3M
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 | 456 | $23.3M | $938,158 | $1.9M |
| 2023 | 405 | $19.6M | $846,584 | $1.8M |
| 2022 | 371 | $15.8M | $373,459 | $1.5M |
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 |
|---|---|---|---|---|
| MAHONEY SABOL & COMPANY LLP | 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 | $111,159 | — | $111,159 | — | — |
| 2023 | $96,566 | $53,276 | $7,626 | — | — |
| 2022 | $98,102 | $53,212 | $44,890 | — | — |