Plan Snapshot
- Plan Sponsor: The Pete Store, LLC
- Sponsor EIN: 264607022
- Sponsor Address: 5100 HOLABIRD AVENUE, BALTIMORE, MD, 21224
- Plan Type: 401(k)
- Total Participants: 1,002
- Total Assets: $35.6M
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 | 1,002 | $35.6M | $726,827 | $3.3M |
| 2023 | 926 | $29.2M | $643,928 | $3.1M |
| 2022 | 868 | $22.4M | $374,127 | $2.5M |
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 |
|---|---|---|---|---|
| COUNCILOR, BUCHANAN & MITCHELL | 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 | $85,554 | $15,033 | $66,321 | — | — |
| 2023 | $119,424 | $43,251 | $76,173 | — | — |
| 2022 | $110,705 | $43,095 | $59,560 | — | $8,050 |