Plan Ledger DOL Form 5500 · updated monthly

Pds Administration Company, Inc.401(k)

PDS ADMINISTRATION COMPANY, INC. RETIREMENT SAVINGS PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Pds Administration Company, Inc. reported $46,469 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,718 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 0.43% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Ohio (1,691st of 3,295), and 3,637th of 4,798 in finance & insurance. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 171 to 200 since 2022.

Plan summary
Net assets, end of year$13,557,048
Participants with balances158
Active participants200
Employer contributions$543,563
Employee contributions$1,190,764
Employer contribution per active participant$2,718
Average account balance$85,804
Benefits paid to participants$1,185,319
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 158 accts · $544K emplr
2023$11.4M · 147 accts · $447K emplr
2022$9.6M · 140 accts · $439K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,292
Investment management$29,177
Total administrative$46,469
The Pds Administration Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,718
Median for plans this size$2,416
2024$2,718 per active participant
2023$2,364 per active participant
2022$2,568 per active participant

Pds Administration Company, Inc.'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 · 20243
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$29,177
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$375

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$46,469 · 0.37%
2023$42,373 · 0.40%
2022$38,223 · 0.43%
Same employer
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Consumers National Bank OH$15.8M · 0.54%
T2 Financial LLC OH$15.7M · 0.31%
Mechanics Bank OH$14.2M · 0.57%
Roundstone Management, LTD. OH$13.5M · 0.03%
Ems Savings Plan OH$13.3M · 0.27%
First State Bank OH$11.9M · 0.29%
Desco Federal Credit Union OH$11.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843903078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.