Plan Ledger DOL Form 5500 · updated monthly

Project Management Advisors, Inc.401(k)

PROJECT MANAGEMENT ADVISORS, INC. 401(K) PLAN AND TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Project Management Advisors, Inc. reported $2,888 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,368 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,193rd-largest of 3,702 plans among Illinois employers on file, and the 3,704th of 11,654 in professional & technical services. In 2024, employees put in $1.66 for every $1.00 the employer contributed; active participation has shrunk from 205 to 181 since 2022.

Plan summary
Net assets, end of year$34,762,765
Participants with balances245
Active participants181
Employer contributions$1,514,605
Employee contributions$2,507,085
Employer contribution per active participant$8,368
Average account balance$141,889
Benefits paid to participants$3,024,434
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 245 accts · $1.5M emplr
2023$29.0M · 246 accts · $1.6M emplr
2022$21.4M · 250 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,888
Total administrative$2,888
The Project Management Advisors, Inc. 401(k) match · 2024
Employer contribution per active participant$8,368
Median for plans this size$2,416
2024$8,368 per active participant
2023$8,788 per active participant
2022$6,892 per active participant

Project Management Advisors, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,888
LPL FINANCIAL LLCindirect comp

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$2,888 · 0.01%
2023$1,838 · 0.01%
2022$1,056 · 0.00%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 363888970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.