Plan Ledger DOL Form 5500 · updated monthly

Capital Personnel Services, Inc. dba Pmg401(k)

PMG RETIREMENT SAVINGS PLAN · GEORGETOWN, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

Capital Personnel Services, Inc. dba Pmg reported $3,743 in plan administrative expenses for 2024: 0.10% of average plan assets, lower 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 2 years on file its reported administrative ratio fell from 0.14% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (4,332nd of 5,688), and 1,598th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,890,758
Participants with balances87
Active participants297
Employer contributions—
Employee contributions$231,077
Employer contribution per active participant—
Average account balance$44,721
Benefits paid to participants$515,989
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 87 accts
2023$3.7M · 104 accts
2022$3.2M · 100 accts
Administrative expenses, itemized · 2024
Investment management$3,743
Total administrative$3,743
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NORTON RETIREMENT SERVICES INC. · Recordkeeping$3,486
NATIONWIDE · Recordkeeping · Loan processing$2,869

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024NORTON RETIREMENT SERVICES INC., Nationwide
2023NORTON RETIREMENT SERVICES INC., Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,743 · 0.10%
2023$2,737 · 0.08%
2022$5,054 · 0.14%
Similar plansAdministrative & Support Services · Texas
Betts Recruiting Inc TX$4.3M · 0.19%
The Arbor Experts, LLC TX$4.0M · 1.56%
Vanguard Resources TX$3.8M · 0.99%
Fusion Solutions LLC TX$3.8M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742241256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.