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)
- Total Participants: 389
- Total Assets: $59.8M
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 | 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 | ADVISOR | $47,462 | — | $47,462 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,363 | — | $23,363 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,925 | — | $16,925 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,750
- Estimated Expense Ratio: 0.147% 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 | $87,750 | $64,387 | — | — | — |
| 2023 | $76,726 | $57,192 | $300 | — | — |
| 2022 | $92,820 | $12,929 | — | — | — |