Plan Snapshot
- Plan Sponsor: Pie Insurance Services, INC.
- Sponsor EIN: 823225609
- Sponsor Address: 1615 L ST. NW, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $27.6M
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 | 346 | $27.6M | $1.5M | $3.9M |
| 2023 | 422 | $21.8M | $1.6M | $4.3M |
| 2022 | 465 | $13.8M | $1.6M | $3.8M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $42,209 | — | $42,209 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $38,403 | — | $38,403 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,612
- Estimated Expense Ratio: 0.292% 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 | $80,612 | $42,209 | — | — | — |
| 2023 | $57,468 | $26,913 | $600 | — | — |
| 2022 | $33,866 | — | — | — | — |