Plan Ledger DOL Form 5500 · updated monthly

Charles Pankow Builders, LTD.401(k)

PANKOW EMPLOYEES' PROFIT SHARING PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Charles Pankow Builders, LTD. reported $110,339 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $4,296 per active participant. 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 rose from 0.14% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 1,426th-largest of 9,483 plans among California employers on file, and the 872nd of 5,337 in construction. In 2024, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$64,865,657
Participants with balances328
Active participants157
Employer contributions$674,529
Employee contributions$2,133,213
Employer contribution per active participant$4,296
Average account balance$197,761
Benefits paid to participants$5,415,359
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.9M · 328 accts · $675K emplr
2023$59.9M · 305 accts · $1.0M emplr
2022$54.0M · 315 accts · $783K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,465
Investment management$21,204
Total administrative$110,339
The Charles Pankow Builders, LTD. 401(k) match · 2024
Employer contribution per active participant$4,296
Median for plans this size$3,635
2024$4,296 per active participant
2023$8,738 per active participant
2022$5,325 per active participant

Charles Pankow Builders, LTD.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
GLOBAL RETIREMENT PARTNERS, LLC · Consulting$62,670
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,465
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$21,204

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

Administrative cost history3
2024$110,339 · 0.18%
2023$102,338 · 0.18%
2022$86,686 · 0.14%
Same employer
Similar plansConstruction · California
Rex Signature Services, LLC CA$67.5M · 0.43%
Xl Industries CA$65.7M · 0.17%
Deacon Holdings, Inc. CA$65.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954045641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.