# Pezold Management Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pezold-management-associates-inc-401k-plan

> Pezold Management Associates, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Pezold Management Associates, INC.

- **Sponsor EIN:** 581179998

- **Sponsor Address:** 600 BROOKSTONE CENTRE PARKWAY, COLUMBUS, GA, 31904

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$0|$0|

| 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|CONTRACT ADMINISTRATOR|$155,964|—|$155,964|

| BROADSTREET CAPITAL ADVISORS, LLC|INVESTMENT ADVISORY|—|$47,588|$47,588|

| ERISA SERVICES, INC|CONTRACT ADMINISTRATOR|$11,110|$7,656|$18,766|

| ROBINSON GRIMES & CO PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ERISA SERVICES, INC](https://planprovider.pro/provider/commonwealth-financial-network) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $222,318

### 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|$3,156|—|$3,156|—|—|

| 2023|$83,448|—|$83,448|—|—|

| 2022|$86,665|—|$86,665|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pezold-management-associates-inc-401k-plan)

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