Plan Snapshot
- Plan Sponsor: Plenty Unlimited INC.
- Sponsor EIN: 811900916
- Sponsor Address: 1461 COMMERCE DR, LARAMIE, WY, 82070
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 348
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 348 | $21.5M | $0 | $0 |
| 2024 | 151 | $21.9M | $499,650 | $3.0M |
| 2023 | 356 | $20.9M | $727,344 | $4.1M |
| 2022 | 401 | $14.3M | $536,455 | $3.7M |
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 | $39,054 | — | $39,054 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,852 | — | $5,852 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,906
- Estimated Expense Ratio: 0.209% 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 |
|---|---|---|---|---|---|
| 2025 | $5,382,244 | $5,852 | — | — | — |
| 2024 | $54,017 | $8,287 | — | — | — |
| 2023 | $68,883 | $7,343 | — | — | — |
| 2022 | $61,898 | $4,629 | — | — | — |