Plan Snapshot
- Plan Sponsor: Peko Precision Products, INC.
- Sponsor EIN: 160916457
- Sponsor Address: 1400 EMERSON STREET, ROCHESTER, NY, 14606
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $25.9M
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 | 329 | $25.9M | $379,182 | $1.7M |
| 2023 | 369 | $25.2M | $331,103 | $1.7M |
| 2022 | 328 | $21.1M | $333,387 | $1.5M |
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 ANNUITY INSURANCE COMPANY | RECORDKEEPER | $61,924 | — | $61,924 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $51,791 | — | $51,791 |
| EFPR GROUIP LLP DBA EFPR GROUP CPAS | AUDITOR | $13,200 | — | $13,200 |
| EFPR GROUP, CPAS, PLLC | Auditor | $13,200 | — | $13,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,115
- Estimated Expense Ratio: 0.541% 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 | $189,945 | $51,791 | — | $13,200 | — |
| 2023 | $98,623 | $45,300 | — | — | — |
| 2022 | $112,290 | $10,723 | $51,676 | — | $49,641 |