Plan Snapshot
- Plan Sponsor: Pipkin INC. Dba Pipkin Construction
- Sponsor EIN: 911619568
- Sponsor Address: P.O. BOX 3181, WENATCHEE, WA, 98807
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 53
- Total Assets: $50,335
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 | 53 | $50,335 | $621,073 | $40,682 |
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 |
|---|---|---|---|---|
| DWS HOLDINGS DBA PINNACLE PEAK ADM. | Other Service Provider | $20,216 | — | $20,216 |
| CAS | Recordkeeper | $13,621 | — | $13,621 |
| MARSH MCLENNAN | Other Service Provider | $10,464 | — | $10,464 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,301
- Estimated Expense Ratio: 88.012% 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 | $611,420 | — | — | — | — |