Plan Snapshot
- Plan Sponsor: Personal Care, INC.
- Sponsor EIN: 570996371
- Sponsor Address: 941 STRAIGHT STREET, CHARLESTON, SC, 29407
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $874,421
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 | 91 | $874,421 | $0 | $49,483 |
| 2023 | 86 | $864,867 | $0 | $70,101 |
| 2022 | 112 | $703,433 | $0 | $58,825 |
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 |
|---|---|---|---|---|
| WALTERS & ASSOCIATES, CPAS | 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 | $149,746 | — | $12,022 | — | — |
| 2023 | $33,514 | — | $12,689 | — | — |
| 2022 | $11,033 | $6,838 | $4,195 | — | — |