Plan Snapshot
- Plan Sponsor: Pfeiffer & Son, Ltd.
- Sponsor EIN: 741462167
- Sponsor Address: PO BOX 1116, LA PORTE, TX, 775721116
- Plan Type: DC
- Total Participants: 107
- Total Assets: $74.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 107 | $74.2M | $1.9M | $428,972 |
| 2023 | 113 | $64.0M | $1.8M | $341,218 |
| 2022 | 124 | $52.4M | $1.6M | $266,475 |
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 |
|---|---|---|---|---|
| LPL-RPCP | INVESTMENT ADVISOR | $34,167 | — | $34,167 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $23,010 | — | $23,010 |
| BENTON, DUROY & IVEY, P.C. | ACCOUNTANT/AUDITOR | $15,963 | — | $15,963 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $6,833 | — | $6,833 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,973
- Estimated Expense Ratio: 0.108% 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 | $13,176 | $64,010 | — | $15,963 | — |
| 2023 | -$33,403 | $60,635 | $300 | — | — |
| 2022 | -$14,517 | $22,275 | — | — | — |