Plan Snapshot
- Plan Sponsor: Pvb Fabrications INC
- Sponsor EIN: 050582940
- Sponsor Address: 11871 N MARANA TECH DR, MARANA, AZ, 85658
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $4.9M
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 | 174 | $4.9M | $294,104 | $684,601 |
| 2023 | 225 | $3.9M | $252,714 | $582,896 |
| 2022 | 141 | $2.6M | $235,590 | $501,226 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $26,889 | — | $26,889 |
| LPL FINANCIAL CORPORATION RPCP | Investment Advisor | $11,354 | — | $11,354 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- LPL FINANCIAL CORPORATION RPCP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,243
- Estimated Expense Ratio: 0.786% 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 | $38,244 | $11,355 | — | — | — |
| 2023 | $24,209 | $22,328 | — | — | — |
| 2022 | $19,654 | — | — | — | — |