Plan Snapshot
- Plan Sponsor: Public Policy Holding Company, INC.
- Sponsor EIN: 873557229
- Sponsor Address: 800 N CAPITOL STREET, NW, WASHINGTON, DC, 20002
- Plan Type: DC
- Total Participants: 334
- Total Assets: $39.3M
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 | 334 | $39.3M | $0 | $3.9M |
| 2023 | 322 | $34.7M | $0 | $3.4M |
| 2022 | 243 | $23.0M | $0 | $2.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $223,068 | — | $223,068 |
| RAYMOND JAMES INSURANCE GROUP, INC. | INVESTMENT ADVISORY | — | $119,231 | $119,231 |
| COASTAL PENSION SERVICES, INC | CONTRACT ADMINISTRATOR | $8,532 | $17,814 | $26,346 |
| MNBLUM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MNBLUM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $368,645
- Estimated Expense Ratio: 0.938% 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 | $231,600 | — | $231,600 | — | — |
| 2023 | $171,234 | — | $171,234 | — | — |
| 2022 | $102,422 | — | $99,944 | — | $2,478 |