Plan Snapshot
- Plan Sponsor: Thrifty Payless INC.
- Sponsor EIN: 954391249
- Sponsor Address: P O BOX 3165, HARRISBURG, PA, 17105
- Plan Type: 401(k)
- Total Participants: 600
- Total Assets: $266.9M
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 | 600 | $266.9M | $379,048 | $7.1M |
| 2023 | 732 | $244.2M | $487,862 | $7.8M |
| 2022 | 780 | $215.1M | $492,991 | $8.1M |
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 INSURANCE COMPANY | NONE | $96,733 | — | $96,733 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $59,324 | — | $59,324 |
| CLIFTONLARSONALLEN LLP | NONE | $16,800 | — | $16,800 |
| CLIFTONLARSON ALLEN, LLP | Auditor | $16,800 | — | $16,800 |
| NEPC LLC | NONE | $5,152 | — | $5,152 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — NONE
- CLIFTONLARSON ALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,809
- Estimated Expense Ratio: 0.073% 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 | $118,686 | $5,153 | — | $16,800 | — |
| 2023 | $141,979 | $64,090 | — | $15,095 | — |
| 2022 | $97,134 | $65,682 | — | — | — |