Plan Ledger DOL Form 5500 · updated monthly

Pgh Wong Engineering, Inc.401(k)

PGH WONG ENGINEERING, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Pgh Wong Engineering, Inc. reported $111,585 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $12,729 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 rose from 0.15% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,223rd-largest of 9,483 plans among California employers on file, and the 1,877th of 11,654 in professional & technical services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,562,297
Participants with balances338
Active participants286
Employer contributions$3,640,436
Employee contributions$4,194,640
Employer contribution per active participant$12,729
Average account balance$229,474
Benefits paid to participants$3,731,391
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ, INC
Plan history3
Yearassets · accounts · employer contribution
2024$77.6M · 338 accts · $3.6M emplr
2023$64.3M · 331 accts · $3.7M emplr
2022$51.5M · 328 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,509
Investment management$81,076
Total administrative$111,585
The Pgh Wong Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$12,729
Median for plans this size$3,635
2024$12,729 per active participant
2023$14,002 per active participant
2022$13,655 per active participant

Pgh Wong Engineering, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$78,993
EMPOWER ADVISORY GROUP, LLC · Investment management$2,083

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$111,585 · 0.16%
2023$64,436 · 0.11%
2022$77,316 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Engeo Incorporated CA$77.8M · 0.07%
Lsa Associates, Inc. CA$77.7M · 0.01%
Santen, Inc. CA$77.0M · 0.00%
The Linux Foundation CA$76.3M · 0.15%
Woven by Toyota, U.S., Inc. CA$76.2M · 0.00%
Hinge Health, Inc. CA$75.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942987905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.