Plan Snapshot
- Plan Sponsor: Production Design Services, INC.
- Sponsor EIN: 310945179
- Sponsor Address: 313 MOUND ST, DAYTON, OH, 45402
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $11.0M
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 | 136 | $11.0M | $44,366 | $295,208 |
| 2023 | 78 | $10.3M | $33,429 | $266,774 |
| 2022 | 77 | $9.7M | $44,563 | $254,939 |
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 |
|---|---|---|---|---|
| BALESTRA HARR & SCHERER | 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 | $1,087,413 | — | $27,633 | — | — |
| 2023 | $903,023 | — | $25,225 | — | — |
| 2022 | $25,593 | — | — | — | — |