Plan Snapshot
- Plan Sponsor: Potter Electric Signal Company, INC.
- Sponsor EIN: 261433742
- Sponsor Address: 13723 RIVERPORT DRIVE SUITE 300, MARYLAND HEIGHTS, MO, 63043
- Plan Type: 401(k)
- Total Participants: 588
- Total Assets: $41.8M
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 | 588 | $41.8M | $1.2M | $2.8M |
| 2023 | 201 | $22.0M | $625,096 | $1.5M |
| 2022 | 198 | $18.8M | $597,988 | $1.5M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $26,523 | — | $26,523 |
| ANDERS, MINKLER, HUBER & HELM LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,523
- Estimated Expense Ratio: 0.063% 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 |
|---|---|---|---|---|---|
| 2024 | $25,131 | $26,523 | — | — | — |
| 2023 | $25 | — | — | — | — |
| 2022 | — | — | — | — | — |