Plan Ledger DOL Form 5500 · updated monthly

Professional Analysis, Inc.401(k)

PROFESSIONAL ANALYSIS, INC. 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Professional Analysis, Inc. reported $24,742 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $496 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 0.55% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Virginia (1,902nd of 2,266), and 1,763rd of 2,677 in transportation & warehousing. In 2024, employees put in $5.77 for every $1.00 the employer contributed; active participation has shrunk from 377 to 193 since 2022.

Plan summary
Net assets, end of year$4,148,567
Participants with balances103
Active participants193
Employer contributions$95,675
Employee contributions$551,690
Employer contribution per active participant$496
Average account balance$40,277
Benefits paid to participants$889,576
Plan auditUnmodified (clean) audit opinion
AuditorCST GROUP, CPAS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 103 accts · $96K emplr
2023$3.8M · 130 accts · $136K emplr
2022$3.2M · 125 accts · $128K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,425
Investment management$19,317
Total administrative$24,742
The Professional Analysis, Inc. 401(k) match · 2024
Employer contribution per active participant$496
Median for plans this size$1,313
2024$496 per active participant
2023$592 per active participant
2022$339 per active participant

Professional Analysis, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$5,424
SANDBOX FINANCIAL PARTNERS · Investment advisory (plan)$19,317

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$24,742 · 0.62%
2023$20,914 · 0.59%
2022$19,312 · 0.55%
Same employer
Similar plansTransportation & Warehousing · Virginia
Fleetmaster Express, Inc. VA$5.2M · 0.29%
Thompson Trucking, Inc. VA$5.1M · 1.01%
Faneuil, Inc. VA$5.1M · 0.83%
A&A Transfer, LLC VA$3.8M · 0.74%
Groome Holdings, LLC VA$3.5M · 0.13%
Groome Holdings, LLC VA$2.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541681805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.