Plan Ledger DOL Form 5500 · updated monthly

Pegasus Industries, LLC401(k)

PEGASUS INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN · SHELBYVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Pegasus Industries, LLC reported $39,292 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,194 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 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kentucky (582nd of 871), and 10,354th of 13,661 in manufacturing. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 150 to 270 since 2022.

Plan summary
Net assets, end of year$6,649,313
Participants with balances152
Active participants270
Employer contributions$322,311
Employee contributions$646,799
Employer contribution per active participant$1,194
Average account balance$43,745
Benefits paid to participants$324,521
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK (K) CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 152 accts · $322K emplr
2023$5.3M · 109 accts · $230K emplr
2022$4.2M · 116 accts · $239K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,804
Audit (IQPA)$9,488
Total administrative$39,292
The Pegasus Industries, LLC 401(k) match · 2024
Employer contribution per active participant$1,194
Median for plans this size$1,313
2024$1,194 per active participant
2023$1,168 per active participant
2022$1,594 per active participant

Pegasus Industries, LLC's 2024 employer contribution ran below the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$29,792
FIRST FINANCIAL BANK · Investment advisory (plan)$9,488

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$39,292 · 0.66%
2023$29,176 · 0.62%
2022$29,042 · 0.68%
Same employer
Similar plansManufacturing · Kentucky
Hausner Hard Chrome, Inc. KY$7.8M · 0.31%
B & H Tool Works, Inc KY$7.6M · 0.03%
Locknet KY$6.5M · 1.14%
The Freeman Corporation KY$6.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611322994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.