Plan Snapshot
- Plan Sponsor: Pr Management, Corp.
- Sponsor EIN: 010757637
- Sponsor Address: 1 SPEEN STREET, FRAMINGHAM, MA, 01701
- Plan Type: 401(k)
- Total Participants: 1,331
- Total Assets: $10.8M
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 | 1,331 | $10.8M | $151,788 | $881,449 |
| 2023 | 1,247 | $9.4M | $149,252 | $877,469 |
| 2022 | 1,271 | $8.1M | $136,182 | $798,366 |
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 |
|---|---|---|---|---|
| PINNACLE PENSION CONSULTANTS, LLC | INVESTMENT ADVISORY- PLAN | $11,000 | — | $11,000 |
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $7,215 | — | $7,215 |
| BARDON & BRACKMAN CPAS AND BUSINESS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,215
- Estimated Expense Ratio: 0.169% 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 | $18,215 | $11,000 | — | — | — |
| 2023 | $16,697 | $11,000 | — | — | — |
| 2022 | $16,893 | $11,000 | — | — | — |