Plan Ledger DOL Form 5500 · updated monthly

Petroleum Marketing Group, Inc.401(k)

PETROLEUM MARKETING GROUP 401(K) PROFIT SHARING PLAN & TRUST · FALLS CHURCH, VA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Petroleum Marketing Group, Inc. reported $19,019 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,897 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 0.63% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Virginia (1,862nd of 2,266), and 3,678th of 4,246 in wholesale trade. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,704,199
Participants with balances111
Active participants195
Employer contributions$369,977
Employee contributions$799,534
Employer contribution per active participant$1,897
Average account balance$42,380
Benefits paid to participants$277,719
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 111 accts · $370K emplr
2023$3.2M · 128 accts · $311K emplr
2022$2.1M · 217 accts · $186K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,019
Total administrative$19,019
The Petroleum Marketing Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,897
Median for plans this size$1,313
2024$1,897 per active participant
2023$1,886 per active participant
2022$1,016 per active participant

Petroleum Marketing Group, Inc.'s 2024 employer contribution ran above 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 · 20245
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$12,715
DWC-THE 401(K) EXPERTS · Recordkeeping · Loan processing$5,064
FIDUCIARY WEALTH MANAGEMENT LLC · Investment advisory (plan)$3,751
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$3,314
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$716

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

Recordkeeper by year2
2024DWC-THE 401(K) EXPERTS, Transamerica
2023DWC-THE 401(K) EXPERTS, Transamerica

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Administrative cost history3
2024$19,019 · 0.48%
2023$18,458 · 0.69%
2022$13,461 · 0.63%
Same employer
Similar plansWholesale Trade · Virginia
Universal Companies, Inc. VA$5.0M · 0.85%
Nilit America Inc VA$4.8M · 0.40%
Cfe Equipment Corporation VA$4.8M · 0.65%
Atlantic Coast Cotton VA$4.4M · 0.05%
Tdbbs LLC VA$4.2M · 0.33%
Sagewater, LLC VA$2.7M · 1.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522297962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.