Plan Snapshot
- Plan Sponsor: Prime Technical Services INC.
- Sponsor EIN: 464724937
- Sponsor Address: 3495 PIEDMONT ROAD, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 877
- Total Assets: $3.2M
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. |
|---|---|---|---|---|
| 2023 | 877 | $3.2M | $0 | $1.7M |
| 2022 | 794 | $1.9M | $0 | $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 |
|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $25,032 | — | $25,032 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISOR | $18,950 | — | $18,950 |
| JMM CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,982
- Estimated Expense Ratio: 1.362% 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 |
|---|---|---|---|---|---|
| 2023 | $21,991 | $9,475 | — | — | — |
| 2022 | $16,233 | $17 | $16,216 | — | — |