Plan Ledger DOL Form 5500 · updated monthly

Pentagon Technologies Group, Inc.401(k)

PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN · HAYWARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Pentagon Technologies Group, Inc. reported $112,936 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $866 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 fell from 0.63% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,611th-largest of 9,483 plans among California employers on file, and the 4,361st of 13,661 in manufacturing. In 2024, employees put in $4.43 for every $1.00 the employer contributed; active participation has shrunk from 754 to 675 since 2022.

Plan summary
Net assets, end of year$31,108,633
Participants with balances1,719
Active participants675
Employer contributions$584,786
Employee contributions$2,588,740
Employer contribution per active participant$866
Average account balance$18,097
Benefits paid to participants$2,327,295
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 1,719 accts · $585K emplr
2023$26.3M · 1,639 accts · $548K emplr
2022$20.9M · 1,645 accts · $534K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,694
Trustee / custodial$10,242
Total administrative$112,936
The Pentagon Technologies Group, Inc. 401(k) match · 2024
Employer contribution per active participant$866
Median for plans this size$2,416
2024$866 per active participant
2023$850 per active participant
2022$709 per active participant

Pentagon Technologies Group, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$102,694
NEWPORT TRUST COMPANY · Trustee · Trustee (directed)$10,242

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$112,936 · 0.39%
2023$140,207 · 0.59%
2022$135,497 · 0.63%
Same employer
Similar plansManufacturing · California
C.G. Roxane CA$31.6M · 0.28%
Skydio Inc. CA$31.4M · 0.53%
Reflexion Medical CA$30.9M · 0.01%
Sierra Circuits, Inc. CA$30.9M · 0.28%
Vse LLC CA$30.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311622360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.