Plan Snapshot
- Plan Sponsor: Pilot Corporation Of America
- Sponsor EIN: 112277015
- Sponsor Address: 3855 REGENT BOULEVARD, JACKSONVILLE, FL, 322246505
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 260 | $13.1M | $782,982 | $1.1M |
| 2023 | 236 | $10.5M | $670,000 | $966,702 |
| 2022 | 207 | $7.6M | $357,928 | $679,932 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $27,758 | — | $27,758 | — | — |
| 2023 | $29,576 | $6,880 | — | — | — |
| 2022 | $28,138 | $6,711 | — | — | — |