Plan Ledger DOL Form 5500 · updated monthly

Project Management Institute, Inc.401(k)

PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN · NEWTOWN SQUARE, PA · 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 Institute, Inc. reported $8,362 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,543 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 0.008% to 0.009%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 466th-largest of 3,651 plans among Pennsylvania employers on file, and the 200th of 3,341 in other services. In 2024, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$101,379,006
Participants with balances728
Active participants572
Employer contributions$4,886,387
Employee contributions$5,511,104
Employer contribution per active participant$8,543
Average account balance$139,257
Benefits paid to participants$11,462,275
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$101.4M · 728 accts · $4.9M emplr
2023$85.6M · 725 accts · $4.2M emplr
2022$66.4M · 717 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,145
Investment management$217
Total administrative$8,362
The Project Management Institute, Inc. 401(k) match · 2024
Employer contribution per active participant$8,543
Median for plans this size$3,635
2024$8,543 per active participant
2023$6,804 per active participant
2022$7,225 per active participant

Project Management Institute, Inc.'s 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,145

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$8,362 · 0.01%
2023$8,670 · 0.01%
2022$5,625 · 0.01%
Same employer
Similar plansOther Services · Pennsylvania
The Pew Charitable Trusts PA$428.2M · 0.03%
Hbg, Inc. PA$301.8M
Aaa East Central PA$126.4M · 0.04%
American Bible Society PA$59.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231887442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.