# Perry & Perry Builders, INC. DC Plan
Source: https://planprovider.pro/companies/perry-perry-builders-inc-plan-001

> Perry & Perry Builders, INC.'s DC plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perry & Perry Builders, INC.

- **Sponsor EIN:** 742047213

- **Sponsor Address:** P.O. BOX 1048, ROCKDALE, TX, 76567

- **Plan Type:** DC

- **Total Participants:** 226

- **Total Assets:** $1.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|226|$1.6M|$0|$0|

| 2023|165|$1.1M|$0|$0|

## 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|

| ERICKSON DEMEL & ASSOCIATES, PLLC|Auditor|$14,000|—|$14,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ERICKSON DEMEL & ASSOCIATES, PLLC](https://planprovider.pro/provider/erickson-demel-and-associates-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,000

- **Estimated Expense Ratio:** 0.873% 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|$14,000|—|—|$14,000|—|

| 2023|$14,000|—|—|—|$14,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/perry-perry-builders-inc-plan-001)

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