Plan Ledger DOL Form 5500 · updated monthly

Pesg, LLC dba, Professional Education Services Group, LLC401(k)

PESG, LLC 401(K) PLAN · SMYRNA, TN · plan year 2024

Reported admin expense ratio · 2024
4.98%

Pesg, LLC dba, Professional Education Services Group, LLC reported $1,095,279 in plan administrative expenses for 2024: 4.98% of average plan assets, higher than ~90% 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 1 year on file its reported administrative ratio fell from 5.94% to 4.98%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 507th-largest of 1,496 plans among Tennessee employers on file, and the 560th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$22,521,184
Participants with balances14,939
Active participants1,752
Employer contributions—
Employee contributions$16,043
Employer contribution per active participant—
Average account balance$1,508
Benefits paid to participants$2,192,281
Plan auditUnmodified (clean) audit opinion
AuditorMILLER CPA, PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$22.5M · 14,939 accts
2023$21.4M · 15,018 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$612,175
Investment management$474,604
Audit (IQPA)$8,500
Total administrative$1,095,279
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
LINCOLN NATIONAL CORPORATION · Contract administrator$612,175
PREFERRED RESOURCE SOLUTIONS · Consulting$460,494
ROCKEFELLER FINANCIAL LLC · Investment advisory (participants)$14,110
MILLER CPA, PLLC · Accounting / audit$8,500

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$1,095,279 · 4.98%
2023$1,200,562 · 5.94%
Similar plansAdministrative & Support Services · Tennessee
Nextsource, Inc. TN$27.3M · 0.89%
Kemmons Wilson Companies TN$21.5M · 0.16%
Golden Svcs, LLC TN$18.5M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202733146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.