Plan Snapshot
- Plan Sponsor: Performance Contracting Group, INC.
- Sponsor EIN: 341478097
- Sponsor Address: 11145 THOMPSON AVE, LENEXA, KS, 662191389
- Plan Type: 401(k)
- Total Participants: 1,366
- Total Assets: $3.6B
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 | 1,366 | $3.6B | $28.4M | $12.8M |
| 2023 | 1,246 | $2.9B | $25.2M | $11.7M |
| 2022 | 1,169 | $1.9B | $22.4M | $10.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $78,326 | — | $78,326 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,326
- Estimated Expense Ratio: 0.002% 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 | $78,326 | — | $78,326 | — | — |
| 2023 | $74,124 | — | $74,124 | — | — |
| 2022 | $68,741 | — | $68,741 | — | — |