# Petrochoice Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/petrochoice-holdings-inc-401k-plan

> Petrochoice Holdings, INC.'s 401(k) plan: 593 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — 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|—|—|—|—|

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