Plan Snapshot
- Plan Sponsor: Pjm Interconnection L.L.C.
- Sponsor EIN: 232896884
- Sponsor Address: 2750 MONROE BLVD., AUDUBON, PA, 19403
- Plan Type: 401(k)
- Total Participants: 885
- Total Assets: $498.1M
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 | 885 | $498.1M | $9.6M | $13.9M |
| 2023 | 833 | $413.9M | $8.2M | $12.5M |
| 2022 | 794 | $333.5M | $7.4M | $11.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $77,979 | — | $77,979 |
| URISH POPECK & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- URISH POPECK & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,979
- Estimated Expense Ratio: 0.016% 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 | $77,979 | — | — | — | — |
| 2023 | $117,529 | — | — | — | — |
| 2022 | $239,033 | — | — | — | — |