# Ppe Genpar, INC. DC Plan
Source: https://planprovider.pro/companies/ppe-genpar-inc-plan

> Ppe Genpar, INC.'s DC plan: 554 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ppe Genpar, INC.

- **Sponsor EIN:** 751830915

- **Sponsor Address:** 2201 SCOTT AVENUE, SUITE 100, FORT WORTH, TX, 761032238

- **Plan Type:** DC

- **Total Participants:** 554

- **Total Assets:** $328.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|554|$328.4M|$4.8M|$0|

| 2023|534|$278.5M|$3.2M|$0|

| 2022|511|$162.1M|$2.6M|$0|

## 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|

| SCHULZ WEALTH LTD|INVESTMENT ADVISOR|—|$8,170|$8,170|

| 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](https://planprovider.pro/provider/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:** $8,170

- **Estimated Expense Ratio:** 0.002% 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|$8,170|$8,170|—|—|—|

| 2023|$7,266|$7,266|—|—|—|

| 2022|$2,196|—|—|—|$2,196|

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