Plan Ledger DOL Form 5500 · updated monthly

Pmr Companies LLC401(k)

PMR COMPANIES 401(K) RETIREMENT PLAN · LOUISVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
1.52%

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

Pmr Companies LLC reported $38,134 in plan administrative expenses for 2023: 1.52% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,034 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 has held roughly steady near 1.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Kentucky (726th of 871), and 1,736th of 2,096 in real estate & leasing. In 2023, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,959,719
Participants with balances97
Active participants169
Employer contributions$174,828
Employee contributions$393,283
Employer contribution per active participant$1,034
Average account balance$30,513
Benefits paid to participants$175,322
Plan auditUnmodified (clean) audit opinion
AuditorMONROE SHINE & CO., INC.
Plan history2
Yearassets · accounts · employer contribution
2023$3.0M · 97 accts · $175K emplr
2022$2.1M · 111 accts · $256K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$38,134
Total administrative$38,134
The Pmr Companies LLC 401(k) match · 2023
Employer contribution per active participant$1,034
Median for plans this size$1,308
2023$1,034 per active participant
2022$1,210 per active participant

Pmr Companies LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$38,134 · 1.52%
2022$29,932 · 1.50%
Same employer
Similar plansReal Estate & Leasing · Kentucky
Kona Ice, Inc KY$4.4M · 1.12%
Management Fc, LLC KY$2.2M · 0.69%
Envision Contractors, LLC KY$1.7M · 0.45%
Generation Tux, Inc. KY$815K · 1.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200557096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.