Peerless Clothing International, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Peerless Clothing International, INC.
  • Sponsor EIN: 030294586
  • Sponsor Address: 200 INDUSTRIAL PARK ROAD, ST. ALBANS, VT, 054780000
  • Plan Type: 401(k)
  • Total Participants: 315
  • Total Assets: $6.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024315$6.8M$347,096$436,708
2023303$5.5M$324,549$412,272
2022272$4.3M$408,842$305,076

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
KESTRA ADVISORY SERVICES LLCInvestment Advisor$17,449$17,449
EMPOWER ADVISORY GROUP, LLCInvestment Advisor$13,400$13,400
EMPOWER ANNUITY INSURANCE COMPANYRecordkeeper$10,053$10,053

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $40,902
  • Estimated Expense Ratio: 0.606% 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$39,702$39,702
2023$30,985$30,985
2022$35,220$35,220