Plan Snapshot
- Plan Sponsor: Pedcor Management Corp.
- Sponsor EIN: 351722212
- Sponsor Address: ONE PEDCOR SQUARE, CARMEL, IN, 460322036
- Plan Type: 401(k)
- Total Participants: 1,077
- Total Assets: $46.5M
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 | 1,077 | $46.5M | $587,340 | $3.3M |
| 2023 | 1,120 | $39.1M | $530,262 | $3.0M |
| 2022 | 1,083 | $33.0M | $472,742 | $2.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $85,644 | — | $85,644 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $33,886 | — | $33,886 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $18,483 | — | $18,483 |
| DAUBY, O'CONNOR & ZALESKI, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,013
- Estimated Expense Ratio: 0.297% 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 | $138,013 | $52,369 | $85,644 | — | — |
| 2023 | $146,973 | — | $146,973 | — | — |
| 2022 | $138,724 | — | $138,724 | — | — |