Plan Ledger DOL Form 5500 · updated monthly

Pt&C Group LLC401(k)

PLATFORM ACCOUNTING GROUP 401(K) PLAN · HOLLADAY, UT · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Pt&C Group LLC reported $93,531 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,657 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 0.24% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 274th-largest of 848 plans among Utah employers on file, and 415th of 786 in management of companies. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has grown from 222 to 728 since 2022.

Plan summary
Net assets, end of year$22,808,548
Participants with balances864
Active participants728
Employer contributions$1,934,368
Employee contributions$4,963,759
Employer contribution per active participant$2,657
Average account balance$26,399
Benefits paid to participants$1,765,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 864 accts · $1.9M emplr
2023$10.8M · 458 accts · $1.1M emplr
2022$4.9M · 224 accts · $432K emplr
Administrative expenses, itemized · 2024
Investment management$93,531
Total administrative$93,531
The Pt&C Group LLC 401(k) match · 2024
Employer contribution per active participant$2,657
Median for plans this size$2,416
2024$2,657 per active participant
2023$2,520 per active participant
2022$1,944 per active participant

Pt&C Group LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
HUMAN INTEREST ADVISORS LLC · Contract administrator · Investment advisory (plan)$31,633
JAKE RUST · Investment advisory (plan)$61,923

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

Recordkeeper by year2
2024Human Interest
2023Human Interest, PORTSIDE WEALTH GROUP

This plan has changed recordkeepers within these filings. If you left Pt&C Group LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$93,531 · 0.56%
2023$39,133 · 0.50%
2022$9,095 · 0.24%
Same employer
Similar plansManagement of Companies · Utah
Clyde Companies, Inc. UT$326.3M · 0.21%
Crumbl Enterprises, LLC UT$5.0M · 0.07%
Maccall Management, LLC UT$2.3M · 0.72%
Hg Management, LLC UT$2.0M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814693463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.