Plan Ledger DOL Form 5500 · updated monthly

Pentagon Freight Services, Inc.401(k)

PENTAGON FREIGHT SERVICES, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Pentagon Freight Services, Inc. reported $26,074 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $998 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 0.45% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Texas (3,893rd of 5,688), and 1,542nd of 2,677 in transportation & warehousing. In 2024, employees put in $3.36 for every $1.00 the employer contributed; active participation has grown from 76 to 131 since 2022.

Plan summary
Net assets, end of year$5,664,276
Participants with balances207
Active participants131
Employer contributions$130,769
Employee contributions$438,845
Employer contribution per active participant$998
Average account balance$27,364
Benefits paid to participants$335,190
Plan auditUnmodified (clean) audit opinion
AuditorHARPER PEARSON
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 207 accts · $131K emplr
2023$4.7M · 161 accts · $99K emplr
2022$4.5M · 115 accts · $80K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,382
Investment management$16,692
Total administrative$26,074
The Pentagon Freight Services, Inc. 401(k) match · 2024
Employer contribution per active participant$998
Median for plans this size$1,313
2024$998 per active participant
2023$677 per active participant
2022$1,048 per active participant

Pentagon Freight Services, Inc.'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 · Contract administrator · Recordkeeping$31,000
EQUITABLE ADVISORS, LLC · Investment advisory (plan)$16,692

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
2023Securian

This plan has changed recordkeepers within these filings. If you left Pentagon Freight Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$26,074 · 0.50%
2023$20,977 · 0.46%
2022$25,486 · 0.45%
Same employer
Similar plansTransportation & Warehousing · Texas
Bbenefits, LLC TX$6.5M · 0.44%
Pencco, Inc. TX$5.5M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742109561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.