Plan Snapshot
- Plan Sponsor: Pesg, LLC Dba, Professional Education Services Group, LLC
- Sponsor EIN: 202733146
- Sponsor Address: 8471 ROCKY FORK ROAD, SMYRNA, TN, 37167
- Plan Type: 401(k)
- Total Participants: 1,752
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,752 | $22.5M | $0 | $16,043 |
| 2023 | 1,096 | $21.4M | $0 | $7,546 |
| 2022 | 3,081 | $19.0M | -$88,970 | $27,705 |
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 |
|---|---|---|---|---|
| MILLER CPA, PLLC | Auditor | $8,500 | — | $8,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 0.038% 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 | $1,095,279 | $474,604 | $612,175 | $8,500 | — |
| 2023 | $1,200,562 | $1,185,462 | $15,100 | — | — |
| 2022 | $876,100 | $856,920 | $19,180 | — | — |