Plan Snapshot
- Plan Sponsor: Ps Wholesale Floors, LLC
- Sponsor EIN: 721424913
- Sponsor Address: 3049 S SHERWOOD FOREST BLVD, BATON ROUGE, LA, 70816
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $7.6M
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 | 165 | $7.6M | $285,097 | $446,506 |
| 2023 | 171 | $6.9M | $301,213 | $463,948 |
| 2022 | 164 | $6.4M | $298,364 | $527,229 |
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 |
|---|---|---|---|---|
| SECOND LINE CAPITAL | Investment Advisor | $25,253 | — | $25,253 |
| NATIONWIDE LIFE INSURANCE COMPNAY | Recordkeeper | $18,103 | — | $18,103 |
| THE HASLAUER GROUP | Recordkeeper | $10,788 | $3,403 | $14,191 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,547
- Estimated Expense Ratio: 0.755% 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 |
|---|---|---|---|---|---|
| 2024 | $42,314 | — | $42,314 | — | — |
| 2023 | $32,861 | — | — | — | — |
| 2022 | $28,664 | $28,664 | — | — | — |