Plan Snapshot
- Plan Sponsor: Power & Construction Group, INC.
- Sponsor EIN: 161425844
- Sponsor Address: 96 WEST RIVER ROAD, SCOTTSVILLE, NY, 14546
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $20.5M
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 | 321 | $20.5M | $776,164 | $2.4M |
| 2023 | 304 | $15.7M | $630,723 | $1.6M |
| 2022 | 297 | $12.1M | $1.1M | $1.3M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | RIA, IA | $42,653 | — | $42,653 |
| BONADIO & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,653
- Estimated Expense Ratio: 0.208% 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 | $97,520 | $42,653 | $46,427 | — | — |
| 2023 | $75,725 | $32,309 | $33,926 | — | — |
| 2022 | $61,461 | $26,437 | $27,844 | — | $7,180 |