Plan Ledger DOL Form 5500 · updated monthly

Photon Infotech Inc401(k)

PHOTON INFOTECH 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.67%

Photon Infotech Inc reported $30,599 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. 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 0.88% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,939th of 5,688), and 9,612th of 11,654 in professional & technical services. active participation has shrunk from 566 to 502 since 2022.

Plan summary
Net assets, end of year$5,480,292
Participants with balances168
Active participants502
Employer contributions—
Employee contributions$1,752,489
Employer contribution per active participant—
Average account balance$32,621
Benefits paid to participants$560,396
Plan auditUnmodified (clean) audit opinion
AuditorCHUGH CPA'S LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 168 accts
2023$3.7M · 160 accts
2022$2.0M · 102 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,599
Total administrative$30,599
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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$18,133
PENTEGRA RETIREMENT SERVICES-TPA · Recordkeeping · Loan processing$12,467

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

Recordkeeper by year2
2024Pentegra, Transamerica
2023Pentegra, Transamerica

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

Administrative cost history3
2024$30,599 · 0.67%
2023$21,804 · 0.77%
2022$17,106 · 0.88%
Same employer
Similar plansProfessional & Technical Services · Texas
Minol, Inc. TX$5.5M · 0.47%
Bepc, Inc. TX$5.5M · 0.00%
Active Cyber LLC TX$5.4M · 0.29%
Uhnder, Inc. TX$5.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260106960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.