Plan Ledger DOL Form 5500 · updated monthly

Professional Performance Development Group, Inc.401(k)

PROFESSIONAL PERFORMANCE DEVELOPMENT GROUP, INC. 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Professional Performance Development Group, Inc. reported $44,619 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $2,588 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 fell from 0.66% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (3,134th of 5,688), and the 1,034th of 2,534 in administrative & support services. In 2024, employees put in $1.24 for every $1.00 the employer contributed; active participation has grown from 171 to 221 since 2022.

Plan summary
Net assets, end of year$9,491,779
Participants with balances403
Active participants221
Employer contributions$571,899
Employee contributions$708,274
Employer contribution per active participant$2,588
Average account balance$23,553
Benefits paid to participants$1,436,788
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL D BURNETT CPA
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 403 accts · $572K emplr
2023$7.9M · 332 accts · $553K emplr
2022$6.7M · 349 accts · $426K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,819
Investment management$1,800
Total administrative$44,619
The Professional Performance Development Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,588
Median for plans this size$1,313
2024$2,588 per active participant
2023$3,813 per active participant
2022$2,493 per active participant

Professional Performance Development Group, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
ASCENSUS LLC · Recordkeeping$42,819

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$44,619 · 0.51%
2023$50,970 · 0.70%
2022$49,841 · 0.66%
Similar plansAdministrative & Support Services · Texas
Talroo, Inc. TX$9.9M · 0.52%
USA Gateway Inc. TX$9.8M · 0.15%
Stealth Monitoring Inc. TX$9.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742540870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.