Plan Ledger DOL Form 5500 · updated monthly

PT-1 Intermediate Holdings, LLC401(k)

PT1 HOLDINGS, LLC 401(K) PLAN & TRUST · COTATI, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

PT-1 Intermediate Holdings, LLC reported $49,846 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $354 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 3 years on file its reported administrative ratio has held roughly steady near 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,714th-largest of 9,483 plans among California employers on file, and the 4,870th of 11,911 in health care & social assistance. In 2024, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,195,768
Participants with balances393
Active participants971
Employer contributions$343,957
Employee contributions$1,048,986
Employer contribution per active participant$354
Average account balance$33,577
Benefits paid to participants$1,909,322
Plan auditUnmodified (clean) audit opinion
AuditorKOSMATKA DONNELLY & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 393 accts · $344K emplr
2023$12.3M · 377 accts · $527K emplr
2022$11.6M · 438 accts · $346K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,846
Total administrative$49,846
The PT-1 Intermediate Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$354
Median for plans this size$2,416
2024$354 per active participant
2023$635 per active participant
2022$352 per active participant

PT-1 Intermediate Holdings, LLC's 2024 employer contribution ran below the $2,416 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$49,846

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$49,846 · 0.39%
2023$51,601 · 0.43%
2022$48,525 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · California
The Guidance Center CA$13.4M · 0.01%
Community Solutions CA$13.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680461114 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.