Plan Snapshot
- Plan Sponsor: Pepin Distributing Company, LLC
- Sponsor EIN: 592758271
- Sponsor Address: 4121 NORTH 50TH STREET, TAMPA, FL, 33610
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $28.7M
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 | 339 | $28.7M | $334,690 | $1.2M |
| 2023 | 335 | $32.5M | $376,758 | $1.2M |
| 2022 | 247 | $34.0M | $408,421 | $1.2M |
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 |
|---|---|---|---|---|
| PURVIS, GRAY AND COMPANY | Auditor | — | — | $0 |
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 | $15,091 | $1,706 | — | — | — |
| 2023 | $25,129 | $708 | — | — | — |
| 2022 | $56,216 | — | — | — | — |