Plan Ledger DOL Form 5500 · updated monthly

Pgi Holdings, LLC401(k)

PGI HOLDINGS, LLC RETIREMENT PLAN · SABINA, OH · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Pgi Holdings, LLC reported $24,627 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,766 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 has held roughly steady near 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,357th of 3,295), and 10,413th of 13,661 in manufacturing. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,523,787
Participants with balances137
Active participants146
Employer contributions$257,889
Employee contributions$515,861
Employer contribution per active participant$1,766
Average account balance$47,619
Benefits paid to participants$437,684
Plan auditUnmodified (clean) audit opinion
AuditorREA & ASSOCIATES INC.
Plan history2
Yearassets · accounts · employer contribution
2024$6.5M · 137 accts · $258K emplr
2023$5.3M · 105 accts · $208K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,772
Investment management$14,855
Total administrative$24,627
The Pgi Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,766
Median for plans this size$1,313
2024$1,766 per active participant
2023$1,270 per active participant

Pgi Holdings, LLC'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 · 20242
EVERHART FINANCIAL GROUP, INC · Recordkeeping · Trustee$14,855
ADP, INC. · Loan processing · Recordkeeping$9,772

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

Recordkeeper by year2
2024ADP, EVERHART FINANCIAL GROUP, INC
2023ADP, EVERHART FINANCIAL GROUP, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$24,627 · 0.42%
2023$19,826 · 0.40%
Same employer
Similar plansManufacturing · Ohio
Brightpet Opf Buyer, Inc. OH$6.6M · 0.61%
Tedia Company, Inc. OH$6.6M · 0.16%
Meyer Products, LLC OH$6.5M · 0.75%
H & M Metal Processing OH$6.5M · 0.21%
Ridge Corporation OH$6.5M · 0.35%
Tss Acquisition Company OH$6.5M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882326450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.