Plan Ledger DOL Form 5500 · updated monthly

Penteledata Limited Partnership I401(k)

PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN · PALMERTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Penteledata Limited Partnership I reported $38,705 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $825 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 3 years on file its reported administrative ratio has held roughly steady near 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Pennsylvania (2,628th of 3,651), and 1,706th of 2,199 in information & media. In 2024, employees put in $3.50 for every $1.00 the employer contributed; active participation has grown from 219 to 252 since 2022.

Plan summary
Net assets, end of year$7,137,350
Participants with balances215
Active participants252
Employer contributions$207,928
Employee contributions$727,262
Employer contribution per active participant$825
Average account balance$33,197
Benefits paid to participants$98,872
Plan auditUnmodified (clean) audit opinion
AuditorBARSZ GOWIE AMON FULTZ LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 215 accts · $208K emplr
2023$5.5M · 198 accts · $189K emplr
2022$4.1M · 170 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,470
Investment management$1,235
Total administrative$38,705
The Penteledata Limited Partnership I 401(k) match · 2024
Employer contribution per active participant$825
Median for plans this size$1,313
2024$825 per active participant
2023$811 per active participant
2022$782 per active participant

Penteledata Limited Partnership I'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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$32,578
STALKER & ASSOCIATES, INC. · Recordkeeping · Loan processing$4,892
ENVESTNET RETIREMENT SOLUTIONS, LLC · Investment advisory (plan)$1,235
OSAIC WEALTH INC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024STALKER & ASSOCIATES, INC., Transamerica
2023STALKER & ASSOCIATES, INC., Transamerica

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

Administrative cost history3
2024$38,705 · 0.61%
2023$27,787 · 0.58%
2022$23,628 · 0.58%
Similar plansInformation & Media · Pennsylvania
Panopto, Inc. PA$10.7M · 0.94%
Rajant Corporation PA$10.7M · 0.08%
Metro Corp. PA$10.6M · 0.47%
Digital Grapes, LLC PA$7.4M · 0.99%
Forever Media, Inc. PA$7.0M · 0.07%
Medical Guardian, LLC PA$6.6M · 0.40%
Guru Technologies, Inc. PA$6.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232788828 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.