Plan Snapshot
- Plan Sponsor: Petrochoice Holdings, INC.
- Sponsor EIN: 261558803
- Sponsor Address: 640 FREEDOM BUSINESS CENTER DR., KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 593
- Total Assets: $44.4M
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 | 593 | $44.4M | $1.1M | $3.4M |
| 2023 | 629 | $39.7M | $1.2M | $3.3M |
| 2022 | 631 | $33.6M | $1.0M | $2.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $73,210 | — | $73,210 |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $72,533 | — | $72,533 |
| SMITH AND HOWARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- UBS FINANCIAL SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,743
- Estimated Expense Ratio: 0.328% 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 | $145,743 | $72,533 | — | — | — |
| 2023 | $135,819 | $62,145 | — | — | — |
| 2022 | $142,025 | — | — | — | — |