Plan Snapshot
- Plan Sponsor: Penshurst Trading INC.
- Sponsor EIN: 061442496
- Sponsor Address: 7791 PALMETTO COMMERCE PARKWAY, NORTH CHARLESTON, SC, 29420
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 83 | $4.0M | $120,042 | $257,743 |
| 2023 | 80 | $3.2M | $114,031 | $269,997 |
| 2022 | 76 | $2.6M | $96,944 | $233,378 |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, LLC — 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 | $8,209 | $1,827 | — | — | — |
| 2023 | $6,099 | $1,222 | — | — | — |
| 2022 | $5,805 | — | — | — | — |