Plan Snapshot
- Plan Sponsor: Pegasus Industries, LLC
- Sponsor EIN: 611322994
- Sponsor Address: 421 HAVEN HILL ROAD, SHELBYVILLE, KY, 400659739
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 270 | $6.6M | $322,311 | $646,799 |
| 2023 | 197 | $5.3M | $230,092 | $460,699 |
| 2022 | 150 | $4.2M | $239,087 | $415,029 |
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 |
|---|---|---|---|---|
| PLANCHECK (K) CPAS | Auditor | $9,488 | — | $9,488 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHECK (K) CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,488
- Estimated Expense Ratio: 0.143% 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 | $39,292 | — | $29,804 | $9,488 | — |
| 2023 | $29,176 | $9,061 | $20,115 | — | — |
| 2022 | $29,042 | — | $29,042 | — | — |