Plan Ledger DOL Form 5500 · updated monthly

Perteet, Inc.401(k)

PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN · EVERETT, WA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Perteet, Inc. reported $2,097 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 0.009% to 0.012%. 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 707th-largest of 1,714 plans among Washington employers on file, and the 5,667th of 11,654 in professional & technical services. active participation has grown from 95 to 128 since 2022.

Plan summary
Net assets, end of year$19,415,342
Participants with balances157
Active participants128
Employer contributions—
Employee contributions$1,537,278
Employer contribution per active participant—
Average account balance$123,665
Benefits paid to participants$572,737
Plan auditUnmodified (clean) audit opinion
AuditorVISSE & COMPANY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 157 accts
2023$16.0M · 133 accts
2022$13.0M · 123 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,097
Total administrative$2,097
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$2,097
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$2,097 · 0.01%
2023$1,968 · 0.01%
2022$1,199 · 0.01%
Similar plansProfessional & Technical Services · Washington
Concentric Group, Inc. WA$20.0M · 0.26%
Enviroissues WA$19.9M · 0.15%
Fresh Consulting, Inc. WA$19.8M · 0.59%
Kymeta Corporation WA$19.8M · 0.21%
Tango Card Inc WA$19.2M · 0.04%
Aspect Consulting, LLC WA$19.1M · 0.31%
Farallon Consulting, LLC WA$19.0M · 0.36%
Glp Attorneys, P.S., Inc. WA$19.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911505037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.