Plan Snapshot
- Plan Sponsor: Pioneer Cladding & Glazing Systems, INC.
- Sponsor EIN: 311652761
- Sponsor Address: 4074 BETHANY ROAD, MASON, OH, 45040
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $11.8M
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 | 235 | $11.8M | $438,609 | $847,204 |
| 2023 | 164 | $10.7M | $357,279 | $735,200 |
| 2022 | 133 | $11.0M | $358,489 | $819,840 |
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 |
|---|---|---|---|---|
| PLANTE MORAN | 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 | $68,872 | $42,803 | — | — | — |
| 2023 | $67,379 | $40,802 | — | — | — |
| 2022 | $81,362 | — | $81,362 | — | — |