Plan Snapshot
- Plan Sponsor: PLC Employee Ii LLC.
- Sponsor EIN: 842654243
- Sponsor Address: PO BOX 2132, WINTERSVILLE, OH, 434520132
- Plan Type: 401(k)
- Total Participants: 3,441
- Total Assets: $238,836
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 | 3,441 | $238,836 | $127,190 | $490,721 |
| 2023 | 2,553 | $6.3M | $228,493 | $848,089 |
| 2022 | 1,955 | $4.8M | $140,955 | $560,161 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $23,167 | — | $23,167 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,167
- Estimated Expense Ratio: 9.700% 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 | $23,168 | — | $23,168 | — | — |
| 2023 | $40,091 | — | $40,091 | — | — |
| 2022 | $34,346 | — | $34,346 | — | — |