Plan Snapshot
- Plan Sponsor: The Perryman Company
- Sponsor EIN: 251585501
- Sponsor Address: 213 VANDALE DRIVE, HOUSTON, PA, 153421250
- Plan Type: DC
- Total Participants: 703
- Total Assets: $101.6M
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 | 703 | $101.6M | $6.6M | $2.6M |
| 2023 | 540 | $93.0M | $5.7M | $2.2M |
| 2022 | 465 | $77.4M | $5.0M | $1.9M |
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 |
|---|---|---|---|---|
| RD HOAG & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $269,369 | — | $269,369 | — | — |
| 2023 | $234,844 | — | $234,844 | — | — |
| 2022 | $178,717 | — | — | — | $178,717 |