Plan Snapshot
- Plan Sponsor: The Peplinski Group, INC.
- Sponsor EIN: 383561614
- Sponsor Address: 2532 WEST CADILLAC DRIVE, FARWELL, MI, 48622
- Plan Type: 401(k)
- Total Participants: 960
- Total Assets: $21.1M
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 | 960 | $21.1M | $575,289 | $1.2M |
| 2023 | 960 | $18.8M | $553,350 | $1.1M |
| 2022 | 935 | $16.3M | $543,763 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $46,386 | — | $46,386 |
| WELLS FARGO ADVISORS LLC | OTHER | $29,269 | — | $29,269 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MGMT | $23,312 | — | $23,312 |
| ANDREWS HOOPER PAVLIK PLC | OTHER | $14,200 | — | $14,200 |
| WATKINS ROSS & COMPANY | CONTRACT ADMIN | $8,140 | — | $8,140 |
| ANDREWS HOOPER PAVLIK, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDREWS HOOPER PAVLIK PLC — OTHER
- ANDREWS HOOPER PAVLIK, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,307
- Estimated Expense Ratio: 0.575% 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 | $126,324 | $126,324 | — | — | — |
| 2023 | $85,340 | $85,340 | — | — | — |
| 2022 | $31,236 | $31,236 | — | — | — |