Plan Ledger DOL Form 5500 · updated monthly

Pf Growth Partners, LLC401(k)

PF GROWTH PARTNERS 401(K) PROFIT SHARING PLAN · TIMONIUM, MD · plan year 2023

Reported admin expense ratio · 2023
1.16%

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

Pf Growth Partners, LLC reported $41,662 in plan administrative expenses for 2023: 1.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $345 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 rose from 1.10% to 1.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Maryland (1,349th of 1,671), and 991st of 1,311 in arts, entertainment & recreation. In 2023, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,106,362
Participants with balances462
Active participants938
Employer contributions$323,226
Employee contributions$524,855
Employer contribution per active participant$345
Average account balance$8,888
Benefits paid to participants$300,549
Plan auditUnmodified (clean) audit opinion
AuditorFITZPATRICK, LEARY & SZARKO, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 462 accts · $323K emplr
2022$3.1M · 456 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,011
Investment management$11,651
Total administrative$41,662
The Pf Growth Partners, LLC 401(k) match · 2023
Employer contribution per active participant$345
Median for plans this size$1,308

Pf Growth Partners, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FORUSALL · Investment advisory (plan)$11,651

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

Administrative cost history2
2023$41,662 · 1.16%
2022$33,405 · 1.10%
Similar plansArts, Entertainment & Recreation · Maryland
Crj, Inc. MD$9.2M · 0.46%
US Lacrosse, Inc. MD$6.4M · 0.42%
Coppermine Fieldhouse LLC MD$863K · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611745745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.