Plan Snapshot
- Plan Sponsor: Pmc Group N.A., INC.
- Sponsor EIN: 233070031
- Sponsor Address: 1288 ROUTE 73 STE 401, MOUNT LAUREL, NJ, 080542237
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 463
- Total Assets: $67.4M
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. |
|---|---|---|---|---|
| 2025 | 463 | $67.4M | $0 | $0 |
| 2024 | 389 | $59.8M | $1.8M | $3.8M |
| 2023 | 374 | $46.1M | $1.4M | $3.4M |
| 2022 | 357 | $40.0M | $1.4M | $3.2M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | Investment Advisor | $51,864 | — | $51,864 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $26,635 | — | $26,635 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $19,826 | — | $19,826 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,325
- Estimated Expense Ratio: 0.146% 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 | $8,857,027 | $71,690 | — | — | — |
| 2024 | $87,750 | $64,387 | — | — | — |
| 2023 | $76,726 | $57,192 | $300 | — | — |
| 2022 | $92,820 | $12,929 | — | — | — |