Plan Snapshot
- Plan Sponsor: Pine Manor, INC.
- Sponsor EIN: 351070631
- Sponsor Address: 9622 W 350 NORTH, ORLAND, IN, 46776
- Plan Type: 401(k)
- Total Participants: 811
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 811 | $16.1M | $744,503 | $1.2M |
| 2023 | 715 | $13.6M | $703,854 | $1.2M |
| 2022 | 500 | $11.3M | $655,182 | $1.1M |
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 |
|---|---|---|---|---|
| LAKE CITY BANK | Custodian / Trustee | $58,612 | — | $58,612 |
| ASCENSUS CONSULTING | Recordkeeper | $45,425 | — | $45,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,037
- Estimated Expense Ratio: 0.646% 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 | $114,832 | — | — | — | — |
| 2023 | $96,175 | $47,558 | $45,381 | — | — |
| 2022 | $99,522 | $32,074 | $32,320 | — | — |