Plan Snapshot
- Plan Sponsor: Price Industries, INC.
- Sponsor EIN: 582208433
- Sponsor Address: 2975 SHAWNEE RIDGE COURT, SUWANEE, GA, 300243638
- Plan Type: 401(k)
- Total Participants: 1,745
- Total Assets: $43.4M
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 | 1,745 | $43.4M | $1.3M | $3.8M |
| 2023 | 917 | $40.2M | $1.2M | $3.4M |
| 2022 | 1,378 | $32.4M | $379,269 | $1.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RECORDKEEPER | $51,859 | — | $51,859 |
| CAMBRIDGE INVESTMENT RESEARCH, INC | INVESTMENT ADVISOR | $19,027 | — | $19,027 |
| BATES CARTER & CO., LLP | AUDITOR | $18,091 | — | $18,091 |
| MERRILL LYNCH PIERCE F&S INC | ADVISOR | $15,358 | — | $15,358 |
| RETIREMENT PLAN ADMINISTRATORS LLC | RECORDKEEPER | $9,514 | — | $9,514 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,849
- Estimated Expense Ratio: 0.262% 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 | $113,849 | $34,588 | $51,656 | $18,091 | — |
| 2023 | $44,647 | $18 | $39,223 | — | — |
| 2022 | $11,676 | — | $2,025 | — | $9,651 |