# Pineleaf Investments INC. DC Plan
Source: https://planprovider.pro/companies/pineleaf-investments-inc-plan

> Pineleaf Investments INC.'s DC plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pineleaf Investments INC.

- **Sponsor EIN:** 581515939

- **Sponsor Address:** P. O. BOX 314, HELENA, GA, 31037

- **Plan Type:** DC

- **Total Participants:** 250

- **Total Assets:** $2.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|250|$2.3M|$0|$0|

| 2023|258|$2.0M|$0|$0|

## 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|

| HOWARD, MOORE & MCDUFFIE P. C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOWARD, MOORE & MCDUFFIE P. C.](https://planprovider.pro/provider/howard-moore-and-mcduffie-pc) — 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|$33,387|$13,386|$20,001|—|—|

| 2023|$30,627|$11,624|$19,003|—|—|

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