Plan Snapshot
- Plan Sponsor: Pioneer Resources, INC.
- Sponsor EIN: 381367329
- Sponsor Address: 1145 WESLEY AVENUE, MUSKEGON, MI, 49442
- Plan Type: 403(b)
- Total Participants: 142
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 142 | $1.9M | $77,411 | $162,003 |
| 2023 | 171 | $1.9M | $93,771 | $173,883 |
| 2022 | 165 | $1.5M | $56,966 | $100,872 |
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 |
|---|---|---|---|---|
| BRICKLEY DELONG | 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 | $17,184 | — | $17,184 | — | — |
| 2023 | $18,900 | — | $18,900 | — | — |
| 2022 | $18,055 | — | $18,055 | — | — |