Plan Ledger DOL Form 5500 · updated monthly

P5 Strategies, LLC401(k)

P5 STRATEGIES, LLC 401(K) PROFIT SHARING PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

P5 Strategies, LLC reported $58,780 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $9,134 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 0.21% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,028th-largest of 2,266 plans among Virginia employers on file, and the 5,753rd of 11,654 in professional & technical services. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 106 to 137 since 2022.

Plan summary
Net assets, end of year$18,918,468
Participants with balances190
Active participants137
Employer contributions$1,251,354
Employee contributions$1,357,437
Employer contribution per active participant$9,134
Average account balance$99,571
Benefits paid to participants$726,535
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $1.4M emplr
2024$18.9M · 190 accts · $1.3M emplr
2023$14.3M · 196 accts · $1.2M emplr
2022$9.9M · 139 accts · $959K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,780
Total administrative$58,780
The P5 Strategies, LLC 401(k) match · 2024
Employer contribution per active participant$9,134
Median for plans this size$2,416
2024$9,134 per active participant
2023$8,124 per active participant
2022$9,047 per active participant

P5 Strategies, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ALLIANCE BERNSTEIN LP · Investment advisory (plan)$46,292
ASCENSUS HOLDINGS INC. DBA FUTUREPL · Contract administrator$2,295

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

Administrative cost history4
2025Not separately reported
2024$58,780 · 0.35%
2023$42,592 · 0.35%
2022$20,332 · 0.21%
Similar plansProfessional & Technical Services · Virginia
Coverent LLC VA$19.3M · 0.08%
Rrmm Architects, P.C. VA$19.3M · 0.48%
ACT1 Federal LLC VA$19.0M · 0.65%
A-Tek, Inc. VA$19.0M · 0.43%
Mdw Associates, LLC VA$18.8M · 0.53%
Kingfisher Systems, Inc. VA$18.8M · 0.54%
Techlab, Inc. VA$18.7M · 0.48%
Trilogy Federal, LLC VA$18.6M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 844249008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.