Plan Snapshot
- Plan Sponsor: Pmi Resource, LLC
- Sponsor EIN: 810585867
- Sponsor Address: 242 LYNBROOK BLVD., SHREVEPORT, LA, 71106
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $9.6M
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 | 390 | $9.6M | $250,939 | $603,594 |
| 2023 | 193 | $7.4M | $244,162 | $464,369 |
| 2022 | 375 | $5.6M | $204,451 | $412,441 |
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 |
|---|---|---|---|---|
| HENRY & PETERS, 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 | $68,997 | — | $68,997 | — | — |
| 2023 | $63,311 | — | — | — | — |
| 2022 | $76,210 | — | $76,210 | — | — |