Plan Snapshot
- Plan Sponsor: Pmp Opco LLC
- Sponsor EIN: 874663802
- Sponsor Address: 47 HULFISH ST STE 305, PRINCETON, NJ, 085423706
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 225
- Total Assets: $756,794
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 | 225 | $756,794 | $0 | $0 |
| 2024 | 164 | $270,974 | $0 | $292,702 |
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 LLC | Investment Advisor | $18,783 | — | $18,783 |
| PAYCHEX, INC. | Recordkeeper | $6,120 | — | $6,120 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,903
- Estimated Expense Ratio: 3.291% 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 | $196,400 | $18,864 | $8,025 | — | — |
| 2024 | $5,270 | $3,784 | $1,486 | — | — |