Plan Snapshot
- Plan Sponsor: Pine Instrument Company
- Sponsor EIN: 251104392
- Sponsor Address: 101 INDUSTRIAL DR, GROVE CITY, PA, 161271007
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $19.6M
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 | 96 | $19.6M | $738,949 | $599,521 |
| 2023 | 100 | $18.4M | $628,280 | $587,696 |
| 2022 | 95 | $16.7M | $493,213 | $547,110 |
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 |
|---|---|---|---|---|
| SCHAFFNER KNIGHT MINNAUGH & 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 | $48,792 | $31,429 | $725 | — | — |
| 2023 | $45,839 | $29,514 | $700 | — | — |
| 2022 | $46,093 | $26,217 | $19,876 | — | — |