Plan Snapshot
- Plan Sponsor: Pezold Management Associates, INC.
- Sponsor EIN: 581179998
- Sponsor Address: 600 BROOKSTONE CENTRE PARKWAY, COLUMBUS, GA, 31904
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 453
- Total Assets: $9.5M
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. |
|---|---|---|---|---|
| 2023 | 453 | $9.5M | $335,385 | $477,271 |
| 2022 | 410 | $9.4M | $372,294 | $522,761 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $77,982 | — | $77,982 |
| BROADSTREET CAPITAL ADVISORS, LLC | Investment Advisor | — | $23,794 | $23,794 |
| ERISA SERVICES, INC | Recordkeeper | $5,555 | $3,828 | $9,383 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERISA SERVICES, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,159
- Estimated Expense Ratio: 1.170% 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 |
|---|---|---|---|---|---|
| 2023 | $83,448 | — | $83,448 | — | — |
| 2022 | $86,665 | — | $86,665 | — | — |