Plan Ledger DOL Form 5500 · updated monthly

Pomeroy Technologies LLC401(k)

POMEROY TECHNOLOGIES LLC RETIREMENT SAVINGS PLAN · HEBRON, KY · plan year 2023

Reported admin expense ratio · 2023
0.15%

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

Pomeroy Technologies LLC reported $157,780 in plan administrative expenses for 2023: 0.15% of average plan assets, above the peer median. Employer contributions averaged $18 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 0.15% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 78th-largest of 871 plans among Kentucky employers on file, and the 1,371st of 11,654 in professional & technical services. In 2023, employees put in $237.15 for every $1.00 the employer contributed; active participation has shrunk from 1,798 to 1,512 since 2022.

Plan summary
Net assets, end of year$110,749,060
Participants with balances2,825
Active participants1,512
Employer contributions$26,771
Employee contributions$6,348,622
Employer contribution per active participant$18
Average account balance$39,203
Benefits paid to participants$17,744,268
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.3M · 2,514 accts · $1K emplr
2023$110.7M · 2,825 accts · $27K emplr
2022$103.1M · 3,069 accts · $17K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$87,552
Investment management$31,228
Total administrative$157,780
The Pomeroy Technologies LLC 401(k) match · 2023
Employer contribution per active participant$18
Median for plans this size$3,659
2024$1 per active participant
2023$18 per active participant
2022$9 per active participant

Pomeroy Technologies LLC's 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$87,552
GLOBAL RETIREMENT PARTNERS, LLC · Investment management · Other services$39,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$31,228

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$187,429 · 0.17%
2023$157,780 · 0.15%
2022$183,026 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Kentucky
Wyatt, Tarrant & Combs, LLP KY$125.0M · 0.04%
Centric Consulting, LLC KY$118.0M · 0.09%
McM Cpas & Advisors LLP KY$54.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850862996 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.