Plan Snapshot
- Plan Sponsor: Piazza Management Company
- Sponsor EIN: 251535405
- Sponsor Address: 1100 FIRST AVENUE, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 1,203
- Total Assets: $72.8M
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. |
|---|---|---|---|---|
| 2024 | 1,203 | $72.8M | $975,186 | $6.5M |
| 2023 | 1,132 | $60.6M | $881,514 | $5.9M |
| 2022 | 976 | $45.5M | $777,828 | $5.2M |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $229,671 | $113,969 | $115,702 | — | — |
| 2023 | $205,257 | $95,399 | $109,858 | — | — |
| 2022 | $176,863 | $87,202 | $89,661 | — | — |