Plan Ledger DOL Form 5500 · updated monthly

Penta Group, Inc.Profit-sharing plan

PENTA GROUP, INC. PROFIT SHARING PLAN · CENTRALIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Penta Group, Inc. reported $31,105 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $10,106 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 0.43% to 0.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,752nd of 3,702), and 6,992nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,744,525
Participants with balances118
Active participants94
Employer contributions$950,000
Employee contributions—
Employer contribution per active participant$10,106
Average account balance$57,157
Benefits paid to participants$1,173,124
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 118 accts · $950K emplr
2023$6.4M · 115 accts · $950K emplr
2022$5.4M · 121 accts · $950K emplr
Administrative expenses, itemized · 2024
Investment management$31,105
Total administrative$31,105
Employer contributions to the Penta Group, Inc. plan · 2024
Employer contribution per active participant$10,106
Median for plans this size$1,313
2024$10,106 per active participant
2023$11,176 per active participant
2022$10,106 per active participant

Penta Group, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
CHARLES SCHWAB & CO, INC. · Trustee · Investment advisory (plan)$31,105

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$31,105 · 0.47%
2023$27,175 · 0.46%
2022$21,164 · 0.43%
Similar plansHealth Care & Social Assistance · Illinois
Christopher House IL$6.9M · 0.22%
Heartland Alliance Health IL$6.8M · 0.13%
Pillars Community Health IL$6.7M · 0.38%
First Stop Holdings, LLC IL$6.7M · 0.20%
Independence Plus, Inc. IL$6.6M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371224606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.