Plan Snapshot
- Plan Sponsor: Pm Holdings Us, INC.
- Sponsor EIN: 273245979
- Sponsor Address: 200 SUMMIT DRIVE, SUITE 105, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 106 | $12.4M | $524,495 | $1.2M |
| 2023 | 103 | $9.6M | $565,020 | $1.3M |
| 2022 | 123 | $8.0M | $535,074 | $1.3M |
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 |
|---|---|---|---|---|
| ANSTISS & CO., PC | 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 | — | — | — | — | — |
| 2023 | $325 | — | — | — | — |
| 2022 | -$1,565 | — | -$1,565 | — | — |