Plan Snapshot
- Plan Sponsor: Peg Companies, INC.
- Sponsor EIN: 844084376
- Sponsor Address: 145 W 200 N SUITE 100, PROVO, UT, 84601
- Plan Type: 401(k)
- Total Participants: 864
- Total Assets: $11.3M
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 | 864 | $11.3M | $900,423 | $1.7M |
| 2023 | 792 | $8.6M | $894,324 | $1.6M |
| 2022 | 813 | $5.7M | $733,215 | $1.3M |
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 |
|---|---|---|---|---|
| LARSON & COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON & COMPANY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $70,766 | $27,177 | — | — | — |
| 2023 | $34,323 | — | — | — | — |
| 2022 | $27,840 | — | — | — | — |