Plan Snapshot
- Plan Sponsor: Per Mar Security & Research Corporation
- Sponsor EIN: 420818682
- Sponsor Address: 1910 EAST KIMBERLY ROAD, DAVENPORT, IA, 52807
- Plan Type: 401(k)
- Total Participants: 2,631
- Total Assets: $36.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,631 | $36.8M | $1.7M | $2.6M |
| 2023 | 2,312 | $31.4M | $1.1M | $2.4M |
| 2022 | 2,951 | $26.0M | $1.1M | $2.3M |
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 |
|---|---|---|---|---|
| ANDERSON LOWER WHITLOW PC | 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 | $39,403 | — | — | — | — |
| 2023 | $17,206 | — | — | — | — |
| 2022 | $17,080 | — | — | — | — |