Plan Snapshot
- Plan Sponsor: Pogue Construction Co., LP
- Sponsor EIN: 751650672
- Sponsor Address: 1512 BRAY CENTRAL DRIVE, MCKINNEY, MI, 75069
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $17.9M
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 | 257 | $17.9M | $1.2M | $1.5M |
| 2023 | 191 | $15.7M | $924,277 | $1.1M |
| 2022 | 160 | $13.2M | $800,521 | $887,828 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
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 | $100,734 | $67,624 | $28,002 | — | — |
| 2023 | $84,777 | $55,711 | $16,410 | — | — |
| 2022 | $86,667 | $25,420 | $61,247 | — | — |