Plan Ledger DOL Form 5500 · updated monthly

P D Q Inc401(k)

P D Q INC 401(K) PROFIT SHARING PLAN & TRUST · FORT WAYNE, IN · plan year 2023

Reported admin expense ratio · 2023
2.31%

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

P D Q Inc reported $129 in plan administrative expenses for 2023: 2.31% of average plan assets, above the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 2.31% to 199.66%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Indiana (1,562nd of 1,562), and 3,334th of 3,341 in other services.

Plan summary
Net assets, end of year$7,589
Participants with balances180
Active participants36
Employer contributions$0
Employee contributions$3,546
Employer contribution per active participant$0
Average account balance$42
Benefits paid to participants$96
Plan auditUnmodified (clean) audit opinion
AuditorSELLECK ACCOUNTING & FINANCE, PPLC
Plan history2
Yearassets · accounts · employer contribution
2024$602 · 52 accts
2023$8K · 180 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$108
Investment management$21
Total administrative$129
The P D Q Inc 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

P D Q Inc's 2023 employer contribution ran below the $522 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$8,177 · 199.66%
2023$129 · 2.31%
Similar plansOther Services · Indiana
Pmgg LLC 401(K) IN$82K · 2.12%
H & H Coldwater LLC IN$23K · 1.96%
Springs Events LLC TX$16K · 0.47%
Another Chapter LLC CT$16K · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351360321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.