Plan Ledger DOL Form 5500 · updated monthly

Pma Financial Network, LLC401(k)

PMA FINANCIAL NETWORK, LLC 401(K) PLAN · NAPERVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Pma Financial Network, LLC reported $6,166 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,371 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 0.014%. 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 918th-largest of 3,702 plans among Illinois employers on file, and the 1,670th of 4,798 in finance & insurance. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 148 to 175 since 2022.

Plan summary
Net assets, end of year$49,936,200
Participants with balances211
Active participants175
Employer contributions$1,464,887
Employee contributions$2,370,635
Employer contribution per active participant$8,371
Average account balance$236,664
Benefits paid to participants$1,528,151
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$49.9M · 211 accts · $1.5M emplr
2023$41.4M · 194 accts · $1.7M emplr
2022$33.7M · 185 accts · $548K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,175
Investment management$4,991
Total administrative$6,166
The Pma Financial Network, LLC 401(k) match · 2024
Employer contribution per active participant$8,371
Median for plans this size$2,416
2024$8,371 per active participant
2023$10,338 per active participant
2022$3,702 per active participant

Pma Financial Network, LLC'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 · 20243
ADP, INC. · Recordkeeping · Trustee$1,175
CHARLES SCHWAB & CO, INC. · Securities brokerage$131
ADP BROKER-DEALER · Other servicesindirect comp

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
2023ADP

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

Administrative cost history3
2024$6,166 · 0.01%
2023$4,943 · 0.01%
2022$4,738 · 0.01%
Same employer
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Vericity Holdings, Inc. IL$50.1M · 0.25%
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Empeople Credit Union IL$49.9M · 0.24%
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Source: U.S. Department of Labor, Form 5500 series, EIN 363270709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.