Plan Ledger DOL Form 5500 · updated monthly

Pegatron Technology Service, Inc401(k)

PEGATRON TECHNOLOGY SERVICE, INC. 401(K) PROFIT SHARING PLAN · JEFFERSONVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Pegatron Technology Service, Inc reported $460 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $627 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 rose from 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Indiana (1,363rd of 1,562), and 2,772nd of 3,341 in other services. In 2024, employees put in $4.46 for every $1.00 the employer contributed; active participation has grown from 113 to 125 since 2022.

Plan summary
Net assets, end of year$2,459,181
Participants with balances131
Active participants125
Employer contributions$78,323
Employee contributions$348,992
Employer contribution per active participant$627
Average account balance$18,772
Benefits paid to participants$76,446
Plan auditQualified audit opinion
AuditorPOOLER CPA GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 131 accts · $78K emplr
2023$1.8M · 127 accts · $66K emplr
2022$1.5M · 117 accts · $57K emplr
The Pegatron Technology Service, Inc 401(k) match · 2024
Employer contribution per active participant$627
Median for plans this size$1,313
2024$627 per active participant
2023$449 per active participant
2022$502 per active participant

Pegatron Technology Service, Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$160

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$460 · 0.02%
2023Not separately reported
2022$225 · 0.01%
Same employer
Similar plansOther Services · Indiana
New Hope Services, Inc. IN$3.5M · 1.09%
The Duke of Oil, LTD IN$1.1M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611384193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.