Plan Ledger DOL Form 5500 · updated monthly

Pd Systems, LLC401(k)

PD SYSTEMS, LLC 401(K) PLAN · SPRINGFIELD, VA · plan year 2023

Reported admin expense ratio · 2023
0.56%

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

Pd Systems, LLC reported $45,169 in plan administrative expenses for 2023: 0.56% of average plan assets, above the peer median. Employer contributions averaged $3,177 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 0.56% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Virginia (1,596th of 2,266), and the 1,139th of 2,534 in administrative & support services. In 2023, the employer put in $1.84 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,022,452
Participants with balances278
Active participants271
Employer contributions$861,079
Employee contributions$468,475
Employer contribution per active participant$3,177
Average account balance$28,858
Benefits paid to participants$2,792,800
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.6M · 218 accts · $407K emplr
2023$8.0M · 278 accts · $861K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,625
Total administrative$45,169
The Pd Systems, LLC 401(k) match · 2023
Employer contribution per active participant$3,177
Median for plans this size$1,308
2024$2,479 per active participant
2023$3,177 per active participant

Pd Systems, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PCS RETIREMENT LLC · Claims processing · Contract administrator$23,625

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

Recordkeeper by year2
2024PCS Retirement, THE BALDWIN GROUP WEALTH ADVISORS,
2023PCS Retirement

This plan has changed recordkeepers within these filings. If you left Pd Systems, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$78,479 · 1.01%
2023$45,169 · 0.56%
Similar plansAdministrative & Support Services · Virginia
Brothers National, LLC VA$8.9M · 0.48%
Pd Systems, LLC VA$8.2M · 0.35%
Benefit Providers, LLC VA$7.4M · 1.20%
Pestnow of Virginia, LLC VA$7.2M · 0.64%
Securiguard, Inc. VA$6.9M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260803485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.