Plan Snapshot
- Plan Sponsor: Performance Contractors, INC.
- Sponsor EIN: 720875986
- Sponsor Address: PO BOX 83630, BATON ROUGE, LA, 70884
- Plan Type: 401(k)
- Total Participants: 4,376
- Total Assets: $131.6M
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 | 4,376 | $131.6M | $1.8M | $7.4M |
| 2023 | 4,552 | $113.1M | $1.6M | $6.1M |
| 2022 | 3,667 | $97.0M | $1.5M | $6.6M |
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 |
|---|---|---|---|---|
| MADDOX & ASSOCIATES APC | 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 | $315,629 | — | — | — | — |
| 2023 | $259,972 | — | — | — | — |
| 2022 | $292,913 | — | — | — | — |