# Peg Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/peg-companies-inc-401k-plan

> Peg Companies, INC.'s 401(k) plan: 864 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$43,589|—|$43,589|

| FOREST CAPITAL MANAGEMENT, LLC|INVESTMENT/FINANCIAL ADVI|$27,176|—|$27,176|

| LARSON & COMPANY PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [LARSON & COMPANY PC](https://planprovider.pro/provider/larson-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,765

- **Estimated Expense Ratio:** 0.625% 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|$70,766|$27,177|—|—|—|

| 2023|$34,323|—|—|—|—|

| 2022|$27,840|—|—|—|—|

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