Plan Snapshot
- Plan Sponsor: Pmmc Over Liquidation, LLC
- Sponsor EIN: 262874737
- Sponsor Address: 152 E HIGH ST, POTTSTOWN, PA, 194645400
- Plan Type: DB
- Plan Number: 001
- Total Participants: 558
- Total Assets: $42.2M
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. |
|---|---|---|---|---|
| 2025 | 558 | $42.2M | $0 | $0 |
| 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 | $65,195 | — | $65,195 |
| MERCER INVESTMENTS LLC | Investment Advisor | $64,285 | — | $64,285 |
| FOUNDATION RISK PARTNERS CORP. | Insurance Carrier | $28,003 | — | $28,003 |
| U.S. BANK NATIONAL ASSOCIATION | Custodian / Trustee | $13,710 | — | $13,710 |
| FISCHER CUNNANE & ASSOCIATES, LTD | Auditor | $12,200 | — | $12,200 |
| DUANE MORRIS LLP | ERISA Attorney | $8,101 | — | $8,101 |
| VANGUARD GROUP INCORPORATED | Investment Advisor | $5,790 | — | $5,790 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,284
- Estimated Expense Ratio: 0.467% 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 | $3,676,558 | $78,175 | — | $12,200 | — |
| 2024 | $764,045 | $77,037 | — | — | — |
| 2023 | $1,066,533 | $57,012 | — | — | — |
| 2022 | $579,039 | $164,612 | — | — | $49,795 |