Plan Snapshot
- Plan Sponsor: Priefert Manufacturing Company, INC
- Sponsor EIN: 751236931
- Sponsor Address: P.O. BOX 1540, MT. PLEASANT, TX, 754561540
- Plan Type: 401(k)
- Total Participants: 964
- Total Assets: $36.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 964 | $36.0M | $1.2M | $2.7M |
| 2023 | 887 | $31.3M | $1.1M | $2.6M |
| 2022 | 877 | $26.5M | $954,883 | $2.6M |
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 |
|---|---|---|---|---|
| GERALD BAKER | PLAN INVESTMENT ADVISOR | $17,630 | — | $17,630 |
| HENRY & PETERS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY & PETERS, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,630
- Estimated Expense Ratio: 0.049% 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 | $90,382 | — | — | — | — |
| 2023 | $68,784 | — | — | — | — |
| 2022 | $68,231 | $68,231 | — | — | — |