Plan Ledger DOL Form 5500 · updated monthly

Pk Management LLC401(k)

PK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · GREENVILLE, SC · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Pk Management LLC reported $98,144 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,369 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 3 years on file its reported administrative ratio has held roughly steady near 0.621%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 307th-largest of 807 plans among South Carolina employers on file, and the 772nd of 2,096 in real estate & leasing. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 383 to 423 since 2022.

Plan summary
Net assets, end of year$16,927,017
Participants with balances253
Active participants423
Employer contributions$579,148
Employee contributions$1,057,003
Employer contribution per active participant$1,369
Average account balance$66,905
Benefits paid to participants$969,580
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 253 accts · $579K emplr
2023$14.7M · 245 accts · $543K emplr
2022$12.6M · 243 accts · $627K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,926
Investment management$93,358
Trustee / custodial$860
Total administrative$98,144
The Pk Management LLC 401(k) match · 2024
Employer contribution per active participant$1,369
Median for plans this size$2,416
2024$1,369 per active participant
2023$1,522 per active participant
2022$1,638 per active participant

Pk Management LLC's 2024 employer contribution ran below the $2,416 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
AMERICAN PORTFOLIOS ADVISORS, INC. · Investment advisory (participants)$69,490
OSAIC WEALTH, INC. · Investment advisory (participants)$16,378

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$98,144 · 0.62%
2023$85,966 · 0.63%
2022$84,703 · 0.62%
Same employer
Similar plansReal Estate & Leasing · South Carolina
Oto Development, LLC SC$34.6M · 0.30%
The Beach Company SC$34.1M · 0.21%
Grace Hill, LLC SC$12.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261291107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.