# Perkins Motor Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/perkins-motor-company-inc-840461492-001

> Perkins Motor Company, INC.'s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perkins Motor Company, INC.

- **Sponsor EIN:** 840461492

- **Sponsor Address:** 1205 MOTOR CITY DRIVE, COLORADO SPRINGS, CO, 809050352

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 110

- **Total Assets:** $4.9M

## 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|110|$4.9M|$123,828|$419,418|

| 2023|107|$5.2M|$120,738|$366,923|

| 2022|104|$4.3M|$114,857|$406,076|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$30,963|—|$30,963|

| CBIZ CPAS PC|Auditor|$16,000|—|$16,000|

| KESTRA INVESTMENT SERVICES LLC|Investment Advisor|—|$11,859|$11,859|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,822

- **Estimated Expense Ratio:** 1.201% 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|$47,247|$284|—|$16,000|—|

| 2023|$37,454|$550|—|$11,300|—|

| 2022|$31,636|$343|$21,093|—|$10,200|

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