Plan Ledger DOL Form 5500 · updated monthly

Pantherx Specialty, LLC401(k)

PANTHERX SPECIALTY, LLC 401(K) PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Pantherx Specialty, LLC reported $117,559 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,440 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 0.03% to 0.91%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,721st-largest of 3,651 plans among Pennsylvania employers on file, and 2,207th of 4,246 in wholesale trade. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 386 to 638 since 2022.

Plan summary
Net assets, end of year$16,617,854
Participants with balances648
Active participants638
Employer contributions$1,556,404
Employee contributions$2,685,652
Employer contribution per active participant$2,440
Average account balance$25,645
Benefits paid to participants$837,823
Plan auditUnmodified (clean) audit opinion
AuditorGRANTTHORNTON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.6M · 648 accts · $1.6M emplr
2023$9.2M · 471 accts · $1.1M emplr
2022$2.6M · 369 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,131
Investment management$27,428
Total administrative$117,559
The Pantherx Specialty, LLC 401(k) match · 2024
Employer contribution per active participant$2,440
Median for plans this size$2,416
2024$2,440 per active participant
2023$2,409 per active participant
2022$673 per active participant

Pantherx Specialty, LLC's 2024 employer contribution ran above 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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Other services$67,592
DUNBAR BENDER & ZAPF, INC. · Recordkeeping · Consulting$18,195
WELLS FARGO ADVISORS, LLC · Investment advisory (plan)$27,429
EMPOWER ADVISORY GROUP, LLC · Investment management$14,344

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

Recordkeeper by year2
2024DUNBAR BENDER & ZAPF, INC., Empower
2023DUNBAR BENDER & ZAPF, INC., Empower

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

Administrative cost history3
2024$117,559 · 0.91%
2023$50,069 · 0.85%
2022$868 · 0.03%
Same employer
Similar plansWholesale Trade · Pennsylvania
McAneny Brothers, Inc PA$17.8M · 0.55%
Feesers, Inc. PA$17.0M · 0.08%
Berrodin Co. PA$16.6M · 0.28%
Reed Oil Company PA$16.3M · 0.30%
Heller's Gas, Inc. PA$16.3M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453620087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.