Plan Snapshot
- Plan Sponsor: Pilot Chemical Company
- Sponsor EIN: 951750743
- Sponsor Address: 9075 CENTRE POINTE DRIVE, SUITE 400, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $62.5M
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 | 251 | $62.5M | $1.5M | $2.8M |
| 2023 | 256 | $54.9M | $1.7M | $3.2M |
| 2022 | 316 | $44.6M | $1.6M | $3.1M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $13,718 | — | $13,718 | — | — |
| 2023 | $13,546 | — | $13,546 | — | — |
| 2022 | $12,344 | — | $12,344 | — | — |