Plan Snapshot
- Plan Sponsor: Pilot Catastrophe Services INC
- Sponsor EIN: 631012513
- Sponsor Address: 1037H HILLCREST RD, MOBILE, AL, 366953918
- Plan Type: 401(k)
- Total Participants: 38,639
- Total Assets: $155.2M
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 | 38,639 | $155.2M | $1.0M | $9.4M |
| 2023 | 35,424 | $148.9M | $1.3M | $11.8M |
| 2022 | 32,756 | $128.7M | $1.3M | $12.2M |
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 |
|---|---|---|---|---|
| GRAHAM YADEN, PC | Auditor | — | — | $0 |
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 | $308,964 | — | $308,964 | — | — |
| 2023 | $296,445 | — | $296,445 | — | — |
| 2022 | $279,949 | — | $279,949 | — | — |