Plan Ledger DOL Form 5500 · updated monthly

Pli Holdings, Inc.Profit-sharing plan

PLI HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ASHEVILLE, NC · plan year 2022

Reported admin expense ratio · 2022
2.43%

Pli Holdings, Inc. reported $14,100 in plan administrative expenses for 2022: 2.43% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 2.43% to 26.49%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,930th of 2,005), and 13,438th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$572,575
Participants with balances981
Active participants398
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$584
Benefits paid to participants$1,377
Plan auditUnmodified (clean) audit opinion
AuditorFORIVS,LLP
Plan history2
Yearassets · accounts · employer contribution
2023$12K · 2 accts
2022$573K · 981 accts
Administrative expenses, itemized · 2022
Professional / advisory$14,100
Total administrative$14,100
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$77,418 · 26.49%
2022$14,100 · 2.43%
Same employer
Similar plansManufacturing · North Carolina
King Hickory Furniture Co NC$965K · 1.08%
Shelby Elastics, LLC NC$648K · 0.01%
Renwood Mills, LLC NC$614K · 2.16%
Mjm Yachts LLC NC$551K · 5.14%
Hc Composites, LLC NC$507K · 1.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 464179199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.