Plan Snapshot
- Plan Sponsor: Pelco Products, INC.
- Sponsor EIN: 731237747
- Sponsor Address: 320 W. 18TH STREET, EDMOND, OK, 73013
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $7.6M
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 | 222 | $7.6M | $367,141 | $622,174 |
| 2023 | 133 | $5.6M | $281,087 | $478,313 |
| 2022 | 136 | $4.5M | $254,261 | $424,909 |
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 |
|---|---|---|---|---|
| FINLEY & COOK, PLLC | Auditor | — | — | $0 |
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 | $64,294 | $42,510 | $4,323 | — | — |
| 2023 | $48,675 | $31,231 | $3,300 | — | — |
| 2022 | $48,135 | — | — | — | $46,232 |