Plan Snapshot
- Plan Sponsor: Pella Carolina, INC.
- Sponsor EIN: 562280814
- Sponsor Address: 772 GALLIMORE DAIRY RD., HIGH POINT, NC, 27265
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $12.4M
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 | 155 | $12.4M | $294,817 | $1.0M |
| 2023 | 168 | $9.8M | $275,705 | $923,974 |
| 2022 | 179 | $7.3M | $218,590 | $797,188 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY — 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 | $38,712 | $33,974 | — | — | — |
| 2023 | $25,760 | $19,881 | — | — | — |
| 2022 | $30,424 | — | — | — | — |