Plan Snapshot
- Plan Sponsor: Pfl Tech, INC.
- Sponsor EIN: 810512202
- Sponsor Address: 100 PFL WAY, LIVINGSTON, MT, 59047
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 135
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $0 | $2.0M | $340,397 |
| 2023 | 196 | $0 | $1.6M | $423,634 |
| 2022 | 195 | $0 | $1.0M | $444,414 |
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 |
|---|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MANAGEMENT | Recordkeeper | $51,295 | — | $51,295 |
| ALLIANT INSURANCE GROUP | Investment Advisor | $24,584 | — | $24,584 |
| ALLEGIANCE CARE MANAGEMENT | Recordkeeper | $5,818 | — | $5,818 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,697
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 | $24,584 | — | — | — | — |
| 2023 | $32,242 | — | — | — | — |
| 2022 | $83,164 | — | $57,124 | — | — |