Plan Snapshot
- Plan Sponsor: People 2.0 Global, LLC
- Sponsor EIN: 651135006
- Sponsor Address: 2200 RENAISSANCE BLVD STE 160, KING OF PRUSSIA, PA, 19406
- Plan Type: DC
- Total Participants: 907
- Total Assets: $25.9M
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 | 907 | $25.9M | $289,661 | $6.9M |
| 2023 | 1,314 | $22.2M | $286,315 | $7.8M |
| 2022 | 1,099 | $14.9M | $300,825 | $7.4M |
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 |
|---|---|---|---|---|
| ERICKSON DEMEL & ASSOCIATES, PLLC | Auditor | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERICKSON DEMEL & ASSOCIATES, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,500
- Estimated Expense Ratio: 0.044% 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 | $11,500 | — | — | $11,500 | — |
| 2023 | — | — | — | — | — |
| 2022 | $3,000 | — | — | — | $3,000 |