Plan Snapshot
- Plan Sponsor: Pexco, LLC
- Sponsor EIN: 264323543
- Sponsor Address: 4670 E JOHNS CROSSING, JOHNS CREEK, GA, 30097
- Plan Type: 401(k)
- Total Participants: 619
- Total Assets: $38.1M
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 | 619 | $38.1M | $1.2M | $2.2M |
| 2023 | 513 | $32.8M | $1.1M | $2.1M |
| 2022 | 496 | $28.2M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| SHAWN POOLER, CPA | 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 | $20,031 | $449 | $1,280 | — | — |
| 2023 | $19,739 | — | $1,880 | — | — |
| 2022 | $32,258 | — | $32,258 | — | — |