# Perry Technical Institute 401(k) Plan
Source: https://planprovider.pro/companies/perry-technical-institute-910570848-001

> Perry Technical Institute'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:** Perry Technical Institute

- **Sponsor EIN:** 910570848

- **Sponsor Address:** 2011 W WASHINGTON AVE, YAKIMA, WA, 98903

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

- **Plan Number:** 001

- **Total Participants:** 110

- **Total Assets:** $14.8M

## 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|110|$14.8M|$408,166|$517,400|

| 2023|99|$13.6M|$385,949|$503,804|

| 2022|102|$11.4M|$383,173|$505,234|

## 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|

| MORGAN STANLEY GLOBAL|Other Service Provider|$29,349|—|$29,349|

| ASCENSUS LLC|Other Service Provider|$12,289|$31|$12,320|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,669

- **Estimated Expense Ratio:** 0.281% 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|$41,638|$29,349|$12,289|—|—|

| 2023|$42,485|$26,427|$16,058|—|—|

| 2022|$37,491|$22,167|$15,324|—|—|

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