Plan Snapshot
- Plan Sponsor: Pioneer Products, INC.
- Sponsor EIN: 391078454
- Sponsor Address: 1917 S. MEMORIAL DRIVE, RACINE, WI, 53403
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 115 | $8.8M | $89,676 | $365,395 |
| 2023 | 144 | $8.6M | $59,449 | $358,157 |
| 2022 | 164 | $8.2M | $33,497 | $363,561 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $46,004 | — | $46,004 |
| LPL FINANCIAL CORPORATION | Investment Advisor | — | $19,132 | $19,132 |
| LEAFHOUSE FINANCIAL ADVISORS | Investment Advisor | $5,097 | — | $5,097 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- LPL FINANCIAL CORPORATION — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,233
- Estimated Expense Ratio: 0.798% 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 | $52,627 | — | $52,627 | — | — |
| 2023 | $53,974 | — | $53,974 | — | — |
| 2022 | $46,356 | — | $46,356 | — | — |