Plan Ledger DOL Form 5500 · updated monthly

Pandi Capital LLC401(k)

PANDI CAPITAL LLC 401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Pandi Capital LLC reported $188,602 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,320 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 fell from 0.80% to 0.65%. 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 440th-largest of 1,393 plans among Missouri employers on file, and the 4,020th of 11,654 in professional & technical services. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,429,180
Participants with balances696
Active participants513
Employer contributions$1,190,003
Employee contributions$2,658,559
Employer contribution per active participant$2,320
Average account balance$45,157
Benefits paid to participants$2,328,183
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.4M · 696 accts · $1.2M emplr
2023$26.3M · 651 accts · $1.0M emplr
2022$22.0M · 798 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$188,602
Total administrative$188,602
The Pandi Capital LLC 401(k) match · 2024
Employer contribution per active participant$2,320
Median for plans this size$2,416
2024$2,320 per active participant
2023$2,257 per active participant
2022$2,026 per active participant

Pandi Capital LLC's 2024 employer contribution ran below the $2,416 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 · 20247
ASCENSUS HOLDINGS INC · Contract administrator$59,004
PICKETT, CHANEY & MCMULLEN LLP · Accounting / audit$15,350
CREATIVE PLANNING HOLDCO LLC · Investment advisory (plan)$12,875
EMPOWER ADVISORY GROUP, LLC · Investment management$12,051
CREATIVE PLANNING LLC · Investment advisory (plan)$6,183
JACKSON LEWIS PC · Legal$438

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$188,602 · 0.65%
2023$211,643 · 0.88%
2022$191,731 · 0.80%
Same employer
Similar plansProfessional & Technical Services · Missouri
Cordell & Cordell MO$34.6M · 0.27%
Williams-Keepers LLC MO$34.1M · 0.35%
Ross & Baruzzini, Inc. MO$32.3M · 0.48%
Savion, LLC MO$32.0M · 0.36%
Multistudio, Inc. MO$30.4M · 0.58%
Huber & Associates, Inc. MO$28.4M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271779970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.