Plan Snapshot
- Plan Sponsor: Pritchard Industries, LLC
- Sponsor EIN: 133353489
- Sponsor Address: 150 EAST 42ND STREET, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 3,959
- Total Assets: $17.3M
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 | 3,959 | $17.3M | $1.2M | $2.1M |
| 2023 | 3,095 | $15.0M | $931,027 | $1.5M |
| 2022 | 2,504 | $11.0M | $636,433 | $1.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $68,944 | $38,204 | — | — | — |
| 2023 | $53,289 | $29,832 | — | — | — |
| 2022 | $41,075 | $26,691 | — | — | $14,384 |