Plan Snapshot
- Plan Sponsor: Principled Dynamics
- Sponsor EIN: 454170498
- Sponsor Address: 6920 HALL STREET, HOLLAND, OH, 43528
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 64 | $4.5M | $191,326 | $366,240 |
| 2023 | 91 | $3.9M | $196,145 | $376,862 |
| 2022 | 98 | $3.3M | $208,345 | $352,319 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $49,855 | — | $49,855 | — | — |
| 2023 | $40,375 | — | $40,375 | — | — |
| 2022 | $37,332 | — | $37,332 | — | — |