Plan Snapshot
- Plan Sponsor: Preload, LLC
- Sponsor EIN: 472807151
- Sponsor Address: 4000 TOWER RD, LOUISVILLE, KY, 40219
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $8.7M
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 | 206 | $8.7M | $151,717 | $813,770 |
| 2023 | 196 | $7.7M | $137,326 | $623,320 |
| 2022 | 276 | $6.0M | $130,865 | $600,789 |
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 |
|---|---|---|---|---|
| STROTHMAN AND COMPANY | 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 |
|---|---|---|---|---|---|
| 2024 | $960,694 | — | $40,768 | — | — |
| 2023 | $494,854 | — | $35,906 | — | — |
| 2022 | $29,931 | — | — | — | — |