# Peerless Technologies Corporation 401(k) Plan
Source: https://planprovider.pro/companies/peerless-technologies-corporation-401k-plan

> Peerless Technologies Corporation's 401(k) plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peerless Technologies Corporation

- **Sponsor EIN:** 364353581

- **Sponsor Address:** 2300 NATIONAL ROAD, FAIRBORN, OH, 45324

- **Plan Type:** 401(k)

- **Total Participants:** 395

- **Total Assets:** $31.7M

## 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|395|$31.7M|$1.3M|$3.0M|

| 2023|419|$29.7M|$1.4M|$3.2M|

| 2022|467|$26.6M|$1.5M|$3.5M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$65,692|—|$65,692|

| ANDERSON FINANCIAL STRATEGIES, LLC|INVESTMENT ADVISOR|$65,605|—|$65,605|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$62,879|—|$62,879|

| BENEFIT SOLUTIONS ETC, LTD|CONTRACT ADMIN|$10,280|—|$10,280|

| HAMMERMAN, GRAF, HUGHES & CO|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $204,456

- **Estimated Expense Ratio:** 0.646% 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|$203,248|—|$21,016|—|—|

| 2023|$206,332|—|$24,729|$3,860|—|

| 2022|$180,799|$165,971|$14,828|—|—|

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