Plan Snapshot
- Plan Sponsor: Project Associates, INC.
- Sponsor EIN: 351640875
- Sponsor Address: P. O. BOX 15395, EVANSVILLE, IN, 47716
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $30.9M
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 | 116 | $30.9M | $457,446 | $1.3M |
| 2023 | 94 | $25.2M | $425,187 | $1.3M |
| 2022 | 83 | $20.4M | $313,090 | $1.1M |
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 |
|---|---|---|---|---|
| HARDING SHYMANSKI & COMPANY, P.S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING SHYMANSKI & COMPANY, P.S.C. — Auditor
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 | $34,301 | $53,686 | — | — | — |
| 2023 | $22,269 | $43,911 | — | — | — |
| 2022 | $34,737 | — | — | — | — |