Plan Snapshot
- Plan Sponsor: Performance Designs, INC.
- Sponsor EIN: 592295522
- Sponsor Address: 1300 E INTERNATIONAL SPEEDWAY BLVD, DELAND, FL, 32724
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 204 | $11.2M | $226,929 | $672,540 |
| 2023 | 214 | $9.8M | $235,359 | $692,792 |
| 2022 | 221 | $9.1M | $237,952 | $686,665 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
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 | $42,823 | $42,823 | — | — | — |
| 2023 | $13,301 | $13,301 | — | — | — |
| 2022 | $11,770 | $8,384 | — | — | — |