Plan Snapshot
- Plan Sponsor: Peoples Pharmacy, INC.
- Sponsor EIN: 742256665
- Sponsor Address: 3801 C SOUTH LAMAR, AUSTIN, TX, 78704
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $13.0M
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 | 137 | $13.0M | $147,561 | $608,239 |
| 2023 | 146 | $12.1M | $59,386 | $515,194 |
| 2022 | 147 | $10.9M | $443,999 | $650,310 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE, CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEGGY S. EDGE, CPA, 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 | $31,040 | — | — | — | — |
| 2023 | $27,766 | $33,820 | — | — | — |
| 2022 | $29,265 | — | — | — | — |