Plan Snapshot
- Plan Sponsor: Pepi Corporation
- Sponsor EIN: 742070055
- Sponsor Address: 3512 LAKE STREET, HOUSTON, TX, 77098
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 214 | $3.8M | $284,815 | $409,961 |
| 2023 | 190 | $3.0M | $259,006 | $388,580 |
| 2022 | 154 | $2.4M | $211,015 | $300,517 |
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 |
|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY, P.C. | Auditor | $17,000 | — | $17,000 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $8,313 | — | $8,313 |
| LOREN D. STARK COMPANY | Other Service Provider | $4,105 | $1,606 | $5,711 |
| LEGACY ASSET MANAGEMENT INC | Investment Advisor | $5,124 | — | $5,124 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,148
- Estimated Expense Ratio: 0.955% 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 | $47,203 | — | $47,203 | — | — |
| 2023 | $43,224 | — | $43,224 | — | — |
| 2022 | $32,631 | — | $32,631 | — | — |