Plan Snapshot
- Plan Sponsor: Pgt Industries, INC.
- Sponsor EIN: 592038649
- Sponsor Address: 1070 TECHNOLOGY DRIVE, NORTH VENICE, FL, 34275
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5,406
- Total Assets: $140.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,406 | $140.0M | $8.4M | $12.9M |
| 2022 | 5,188 | $108.1M | $6.1M | $11.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $416,000 | — | $416,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $416,000
- Estimated Expense Ratio: 0.297% 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 | $416,000 | — | — | — | — |
| 2022 | $335,003 | — | — | — | — |