Plan Ledger DOL Form 5500 · updated monthly

Pentagram Design, Inc.401(k)

PENTAGRAM DESIGN, INC. 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Pentagram Design, Inc. reported $90,573 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $8,749 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 0.44% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,054th-largest of 5,648 plans among New York employers on file, and the 4,390th of 11,654 in professional & technical services. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$27,988,084
Participants with balances133
Active participants82
Employer contributions$717,451
Employee contributions$654,696
Employer contribution per active participant$8,749
Average account balance$210,437
Benefits paid to participants$2,836,931
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.0M · 133 accts · $717K emplr
2023$26.1M · 126 accts · $940K emplr
2022$19.8M · 116 accts · $850K emplr
Administrative expenses, itemized · 2024
Investment management$86,058
Total administrative$90,573
The Pentagram Design, Inc. 401(k) match · 2024
Employer contribution per active participant$8,749
Median for plans this size$2,416
2024$8,749 per active participant
2023$11,460 per active participant
2022$10,125 per active participant

Pentagram Design, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
CAMBRIDGE INVESTMENT RESEARCH INC. · Investment advisory (plan)$31,997
CALIFORNIA RETIREMENT PLANS, INC. · Contract administrator$9,150

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$90,573 · 0.34%
2023$100,719 · 0.44%
2022$78,764 · 0.44%
Similar plansProfessional & Technical Services · New York
Bousquet Holstein PLLC NY$28.4M · 0.05%
Chdi Management, Inc. NY$28.3M · 0.41%
Lightspeed Pos USA Inc. NY$28.3M · 0.52%
Savin Engineers, P.C. NY$28.1M · 0.07%
K2 Intelligence, LLC NY$27.9M · 0.27%
Oml Inc. NY$27.3M · 0.81%
Nexfirm LLC NY$27.2M · 0.80%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133413069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.