Plan Snapshot
- Plan Sponsor: Pgp Corporation
- Sponsor EIN: 382472855
- Sponsor Address: 7925 BEECH DALY, TAYLOR, MI, 48180
- Plan Type: DC
- Total Participants: 238
- Total Assets: $30.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 238 | $30.7M | $667,375 | $1.7M |
| 2023 | 209 | $28.2M | $628,271 | $1.6M |
| 2022 | 206 | $25.5M | $551,743 | $1.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,602 | — | $35,602 |
| SHEPHERD FINANCIAL INVESTMENT | ADVISOR | $14,995 | — | $14,995 |
| HARDING, SHYMANSKI & COMPANY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SHEPHERD FINANCIAL INVESTMENT — ADVISOR
- HARDING, SHYMANSKI & COMPANY, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,597
- Estimated Expense Ratio: 0.165% 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 | $50,570 | $14,995 | — | — | — |
| 2023 | $49,680 | $14,995 | — | — | — |
| 2022 | $50,048 | — | — | — | — |