Plan Snapshot
- Plan Sponsor: Pmmc Over Liquidation, LLC
- Sponsor EIN: 262874737
- Sponsor Address: 152 E HIGH ST, POTTSTOWN, PA, 194645400
- Plan Type: DB
- Total Participants: 52
- Total Assets: $41.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 52 | $41.0M | $713,750 | $0 |
| 2023 | 89 | $57.2M | $571,250 | $0 |
| 2022 | 107 | $55.4M | $437,500 | $0 |
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 |
|---|---|---|---|---|
| FOSTER & FOSTER, INC. | Actuary | $98,557 | — | $98,557 |
| VANGUARD ADVISORS, INC. | Investment Advisor | $47,793 | — | $47,793 |
| VANGUARD FIDUCIARY TRUST COMPANY | Custodian / Trustee | $37,008 | — | $37,008 |
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $29,244 | — | $29,244 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISORS, INC. — Investment Advisor
- VANGUARD FIDUCIARY TRUST COMPANY — Custodian / Trustee
- UBS FINANCIAL SERVICES INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,602
- Estimated Expense Ratio: 0.519% 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 | $764,045 | $77,037 | — | — | — |
| 2023 | $1,066,533 | $57,012 | — | — | — |
| 2022 | $579,039 | $164,612 | — | — | $49,795 |