Plan Ledger DOL Form 5500 · updated monthly

Pdi Technologies401(k)

PDI TECHNOLOGIES 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Pdi Technologies reported $182,462 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,843 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 3 years on file its reported administrative ratio has held roughly steady near 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 231st-largest of 2,160 plans among Georgia employers on file, and the 1,155th of 11,654 in professional & technical services. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 1,086 to 1,395 since 2022.

Plan summary
Net assets, end of year$135,510,480
Participants with balances1,560
Active participants1,395
Employer contributions$3,966,557
Employee contributions$9,249,612
Employer contribution per active participant$2,843
Average account balance$86,866
Benefits paid to participants$13,972,063
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$135.5M · 1,560 accts · $4.0M emplr
2023$114.0M · 1,400 accts · $3.7M emplr
2022$96.4M · 1,350 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,920
Investment management$51,542
Total administrative$182,462
The Pdi Technologies 401(k) match · 2024
Employer contribution per active participant$2,843
Median for plans this size$3,635
2024$2,843 per active participant
2023$3,306 per active participant
2022$3,380 per active participant

Pdi Technologies's 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$130,920
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$51,542

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$182,462 · 0.15%
2023$136,737 · 0.13%
2022$143,976 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Georgia
Morris, Manning & Martin LLP GA$149.7M · 0.02%
Alvaria, Inc. GA$139.6M · 0.09%
Aptean, Inc. GA$123.7M · 0.11%
Unifi Aviation, LLC GA$121.0M · 0.30%
Alithya USA, Inc. GA$115.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751883667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.