Plan Snapshot
- Plan Sponsor: Pierre Enterprises, INC.
- Sponsor EIN: 910980211
- Sponsor Address: PO BOX 27069, SEATTLE, WA, 98165
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 341 | $16.9M | $239,122 | $811,578 |
| 2023 | 328 | $15.1M | $233,368 | $822,751 |
| 2022 | 296 | $12.3M | $221,356 | $747,946 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $67,166 | — | $67,166 |
| MORGAN STANLEY SMITH BARNEY LLC | BROKER/ADVISER | — | $40,391 | $40,391 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | OTHER | $18,526 | — | $18,526 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,083
- Estimated Expense Ratio: 0.745% 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 | $90,710 | — | $1,930 | — | — |
| 2023 | $77,540 | — | — | — | — |
| 2022 | $66,093 | — | $66,093 | — | — |