Plan Snapshot
- Plan Sponsor: Pedigo Products, INC
- Sponsor EIN: 952058774
- Sponsor Address: 4000 SE COLUMBIA WAY, VANCOUVER, WA, 98661
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $18.8M
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 | 156 | $18.8M | $370,734 | $1.0M |
| 2023 | 148 | $16.2M | $384,836 | $895,671 |
| 2022 | 147 | $14.1M | $356,881 | $907,934 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $39,879 | — | $39,879 |
| ADP, INC. | Recordkeeper | $21,262 | — | $21,262 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,141
- Estimated Expense Ratio: 0.326% 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 | $61,142 | $61,142 | — | — | — |
| 2023 | $52,912 | $52,912 | — | — | — |
| 2022 | $51,457 | — | — | — | — |