Plan Snapshot
- Plan Sponsor: The Pepper Companies, INC.
- Sponsor EIN: 363337997
- Sponsor Address: 411 LAKE ZURICH ROAD, BARRINGTON, IL, 60010
- Plan Type: 401(k)
- Total Participants: 689
- Total Assets: $164.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 689 | $164.7M | $3.3M | $8.0M |
| 2023 | 665 | $146.7M | $3.0M | $7.2M |
| 2022 | 600 | $123.5M | $2.3M | $6.3M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $126,495 | — | $126,495 |
| VANGUARD ADVISERS INC. | NONE | $77,615 | — | $77,615 |
| IFP ADVISORS | NONE | $54,314 | — | $54,314 |
| FGMK LLC | NONE | $24,614 | — | $24,614 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- FGMK LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $283,038
- Estimated Expense Ratio: 0.172% 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 | $282,147 | — | — | — | — |
| 2023 | $287,659 | — | — | — | — |
| 2022 | $203,207 | — | — | — | — |