Plan Ledger DOL Form 5500 · updated monthly

Pgm of Texas, LLC401(k)

PGM OF TEXAS RETIREMENT PLAN · SAN MARCOS, TX · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Pgm of Texas, LLC reported $56,408 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,131 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 0.42% to 0.90%. 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 Texas (3,621st of 5,688), and 3,374th of 4,246 in wholesale trade. In 2024, employees put in $1.02 for every $1.00 the employer contributed; active participation has shrunk from 232 to 182 since 2022.

Plan summary
Net assets, end of year$6,969,702
Participants with balances264
Active participants182
Employer contributions$569,804
Employee contributions$583,104
Employer contribution per active participant$3,131
Average account balance$26,400
Benefits paid to participants$465,710
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 264 accts · $570K emplr
2023$5.6M · 353 accts · $681K emplr
2022$3.4M · 300 accts · $715K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,408
Total administrative$56,408
The Pgm of Texas, LLC 401(k) match · 2024
Employer contribution per active participant$3,131
Median for plans this size$1,313
2024$3,131 per active participant
2023$3,097 per active participant
2022$3,082 per active participant

Pgm of Texas, LLC's 2024 employer contribution ran above the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$22,516
ALLIANCE BENEFIT GROUP OF HOUSTON · Recordkeeping · Loan processing$12,300
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$21,592

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

Recordkeeper by year2
2024ALLIANCE BENEFIT GROUP OF HOUSTON, Transamerica
2023ALLIANCE BENEFIT GROUP OF HOUSTON, Transamerica

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

Administrative cost history3
2024$56,408 · 0.90%
2023$27,411 · 0.61%
2022$13,389 · 0.42%
Same employer
Similar plansWholesale Trade · Texas
Fabriclean Supply, Inc. TX$7.4M · 0.46%
Floydco, Inc. TX$7.3M · 0.49%
Petrosmith LLC TX$7.1M · 0.40%
Syndex Corporation TX$6.8M · 1.02%
Texas Book Company TX$6.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273380471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.