Plan Snapshot
- Plan Sponsor: Pizza Wholesale Of Lexington, INC.
- Sponsor EIN: 610967182
- Sponsor Address: 316 JIM HUNT WAY, PARIS, KY, 40362
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 250 | $14.9M | $628,720 | $1.2M |
| 2023 | 232 | $12.8M | $579,180 | $1.1M |
| 2022 | 215 | $9.7M | $498,773 | $947,946 |
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 |
|---|---|---|---|---|
| BESTEN & DIERUF, PLLC | 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 | $101,238 | $38,166 | — | — | — |
| 2023 | $79,555 | $30,318 | — | — | — |
| 2022 | $44,988 | — | — | — | $44,988 |