Plan Ledger DOL Form 5500 · updated monthly

Pmc Global, Inc.401(k)

PMC GLOBAL, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN · SUN VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Pmc Global, Inc. reported $204,753 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,395 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 0.18% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,152nd-largest of 9,483 plans among California employers on file, and the 2,138th of 13,661 in manufacturing. In 2024, employees put in $3.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$85,425,119
Participants with balances1,523
Active participants1,040
Employer contributions$1,450,470
Employee contributions$5,423,449
Employer contribution per active participant$1,395
Average account balance$56,090
Benefits paid to participants$8,214,301
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$85.4M · 1,523 accts · $1.5M emplr
2023$74.3M · 1,492 accts · $1.8M emplr
2022$62.8M · 1,517 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,579
Investment management$96,674
Audit (IQPA)$13,500
Total administrative$204,753
The Pmc Global, Inc. 401(k) match · 2024
Employer contribution per active participant$1,395
Median for plans this size$3,635
2024$1,395 per active participant
2023$1,718 per active participant
2022$1,241 per active participant

Pmc Global, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
MORGAN STANLEY GLOBAL BANKING · Investment advisory (plan)$96,674
LINCOLN NATIONAL CORPORATION · Contract administrator$94,579
MILLER KAPLAN ARASE LLP · Accounting / audit$13,500

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$204,753 · 0.26%
2023$145,842 · 0.21%
2022$118,090 · 0.18%
Same employer
Similar plansManufacturing · California
Advantech Corporation CA$86.5M · 0.05%
See's Candies, Inc. CA$86.0M · 0.24%
Sk Hynix America, Inc. CA$83.5M · 0.03%
Duckhorn Wine Company CA$82.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954605938 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.