Plan Snapshot
- Plan Sponsor: Prime Ae Group, INC.
- Sponsor EIN: 260546656
- Sponsor Address: 8415 PULSAR PL STE 300, COLUMBUS, OH, 432404032
- Plan Type: 401(k)
- Total Participants: 431
- Total Assets: $44.0M
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 | 431 | $44.0M | $1.3M | $3.4M |
| 2023 | 519 | $38.3M | $1.2M | $3.2M |
| 2022 | 434 | $31.9M | $1.2M | $2.9M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $20,000 | — | $20,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $14,775 | — | $14,775 |
| STRATEGIC ADVISORS | ADVISOR | $11,448 | — | $11,448 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,223
- Estimated Expense Ratio: 0.105% 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 | $46,223 | $31,448 | $300 | — | — |
| 2023 | $53,925 | $29,781 | — | — | — |
| 2022 | $38,955 | $2,876 | — | — | — |