Plan Ledger DOL Form 5500 · updated monthly

Pe Gastro Management, LLC401(k)

THE 401(K) PLAN OF PE GASTRO MANAGEMENT, LLC · SILVER SPRING, MD · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Pe Gastro Management, LLC reported $276,237 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $8,720 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 0.216%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 132nd-largest of 1,671 plans among Maryland employers on file, and the 844th of 11,911 in health care & social assistance. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves; active participation has grown from 366 to 625 since 2022.

Plan summary
Net assets, end of year$136,564,595
Participants with balances861
Active participants625
Employer contributions$5,449,836
Employee contributions$5,206,150
Employer contribution per active participant$8,720
Average account balance$158,612
Benefits paid to participants$9,387,991
Plan auditUnmodified (clean) audit opinion
AuditorSNYDER COHN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$136.6M · 861 accts · $5.4M emplr
2023$119.4M · 670 accts · $4.9M emplr
2022$67.1M · 478 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$172,406
Investment management$48,862
Total administrative$276,237
The Pe Gastro Management, LLC 401(k) match · 2024
Employer contribution per active participant$8,720
Median for plans this size$3,635
2024$8,720 per active participant
2023$8,068 per active participant
2022$13,167 per active participant

Pe Gastro Management, LLC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$137,064
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$103,831
N.A. FALCONE & ASSOCIATES, INC. · Contract administrator · Other services$35,342

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$276,237 · 0.22%
2023$220,706 · 0.24%
2022$138,306 · 0.22%
Similar plansHealth Care & Social Assistance · Maryland
Suburban Hospital, Inc. MD$162.0M · 0.11%
Sheppard Pratt Health System MD$156.6M · 0.22%
Carroll Hospital Center MD$155.1M · 0.11%
Capital Womens Care, LLC MD$147.0M · 0.18%
Hunt Valley Holdings LLC MD$122.5M · 0.43%
Shore Health System, Inc. MD$118.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842396811 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.