Plan Snapshot
- Plan Sponsor: Polymershapes LLC
- Sponsor EIN: 010695945
- Sponsor Address: 10130 PERIMETER PKWY #500, CHARLOTTE, NC, 28216
- Plan Type: 401(k)
- Total Participants: 587
- Total Assets: $59.3M
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. |
|---|---|---|---|---|
| 2024 | 587 | $59.3M | $1.2M | $3.4M |
| 2023 | 562 | $52.6M | $1.2M | $3.5M |
| 2022 | 539 | $42.8M | $1.2M | $3.3M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA PLLC — 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 | $93,809 | $2,083 | — | — | — |
| 2023 | $125,794 | $9,975 | — | $25,000 | — |
| 2022 | $98,917 | $25,000 | — | — | $9,420 |