Plan Ledger DOL Form 5500 · updated monthly

Pie Insurance Services, Inc.401(k)

PIE INSURANCE 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Pie Insurance Services, Inc. reported $80,612 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $4,448 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 0.29% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 263rd-largest of 618 plans among District of Columbia employers on file, and 2,549th of 4,798 in finance & insurance. In 2024, employees put in $2.56 for every $1.00 the employer contributed; active participation has shrunk from 465 to 346 since 2022.

Plan summary
Net assets, end of year$27,585,196
Participants with balances525
Active participants346
Employer contributions$1,539,110
Employee contributions$3,943,747
Employer contribution per active participant$4,448
Average account balance$52,543
Benefits paid to participants$5,130,732
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 525 accts · $1.5M emplr
2023$21.8M · 524 accts · $1.6M emplr
2022$13.8M · 533 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,403
Investment management$42,209
Total administrative$80,612
The Pie Insurance Services, Inc. 401(k) match · 2024
Employer contribution per active participant$4,448
Median for plans this size$2,416
2024$4,448 per active participant
2023$3,814 per active participant
2022$3,384 per active participant

Pie Insurance Services, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$42,209
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$38,403

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$80,612 · 0.33%
2023$57,468 · 0.32%
2022$33,866 · 0.29%
Similar plansFinance & Insurance · District of Columbia
Eig Management Company, LLC DC$25.3M · 0.03%
Independence Pet Group, Inc DC$18.6M · 0.52%
Optimity Advisors DC$6.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823225609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.