Plan Snapshot
- Plan Sponsor: Pecora Corporation
- Sponsor EIN: 232287545
- Sponsor Address: 165 WALMBOLD ROAD, HARLEYSVILLE, PA, 19438
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 160
- Total Assets: $14.3M
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. |
|---|---|---|---|---|
| 2025 | 160 | $14.3M | $0 | $0 |
| 2024 | 131 | $12.2M | $202,122 | $736,034 |
| 2023 | 123 | $12.7M | $200,024 | $668,671 |
| 2022 | 125 | $11.3M | $192,262 | $636,176 |
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 |
|---|---|---|---|---|
| MMA SECURITIES, LLC | Investment Advisor | $31,386 | — | $31,386 |
| ADP, INC. | Recordkeeper | $5,685 | — | $5,685 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,071
- Estimated Expense Ratio: 0.260% 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 |
|---|---|---|---|---|---|
| 2025 | $960,289 | $31,386 | — | — | — |
| 2024 | $53,128 | $28,010 | — | — | — |
| 2023 | $53,899 | $27,510 | — | — | — |
| 2022 | $82,609 | — | — | — | — |