Plan Ledger DOL Form 5500 · updated monthly

Persona Signs, LLC401(k)

PERSONA SIGNS, LLC 401(K) RETIREMENT SAVINGS PLAN · WATERTOWN, SD · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Persona Signs, LLC reported $92,393 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,299 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 1 year on file its reported administrative ratio fell from 0.63% to 0.49%. 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 87th-largest of 233 plans among South Dakota employers on file, and the 5,839th of 13,661 in manufacturing. In 2024, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,507,671
Participants with balances489
Active participants400
Employer contributions$519,760
Employee contributions$1,367,361
Employer contribution per active participant$1,299
Average account balance$41,938
Benefits paid to participants$1,014,597
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$20.5M · 489 accts · $520K emplr
2023$17.4M · 493 accts · $465K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,306
Investment management$44,744
Audit (IQPA)$11,151
Total administrative$92,393
The Persona Signs, LLC 401(k) match · 2024
Employer contribution per active participant$1,299
Median for plans this size$2,416
2024$1,299 per active participant
2023$1,103 per active participant

Persona Signs, LLC'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 · 20244
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$44,113
EIDE BAILLY LLP · Accounting / audit$11,151
SAGEVIEW ADVISORY GROUP, LLC · Investment management$631

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

Administrative cost history2
2024$92,393 · 0.49%
2023$98,586 · 0.63%
Same employer
Similar plansManufacturing · South Dakota
Aerostar International, LLC SD$36.9M · 0.10%
Viaflex, Inc. SD$32.9M · 0.35%
Shur-Co, LLC SD$21.7M · 0.26%
Glacial Lakes SD$20.0M · 0.18%
Dakota Provisions, LLC SD$16.6M · 0.67%
Fimco, Inc. SD$16.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874419557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.