Plan Snapshot
- Plan Sponsor: Pony Bird, INC.
- Sponsor EIN: 431188096
- Sponsor Address: 1615 VINE SCHOOL RD, HERCULANEUM, MO, 63048
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 232
- Total Assets: $8.5M
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. |
|---|---|---|---|---|
| 2025 | 232 | $8.5M | $0 | $0 |
| 2024 | 198 | $7.5M | $287,422 | $422,752 |
| 2023 | 196 | $6.8M | $268,012 | $423,058 |
| 2022 | 190 | $5.7M | $105,077 | $167,925 |
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 |
|---|---|---|---|---|
| RUBINBROWN, LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $962,582 | — | $88,424 | — | — |
| 2024 | $74,546 | $1,427 | $73,119 | — | — |
| 2023 | $65,741 | $1,224 | $64,517 | — | — |
| 2022 | $27,299 | — | $22,893 | — | — |