Plan Ledger DOL Form 5500 · updated monthly

The Pursuant Group, Inc.401(k)

THE PURSUANT GROUP, INC. 401(K) PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

The Pursuant Group, Inc. reported $27,581 in plan administrative expenses for 2022: 0.35% of average plan assets, below the peer median. Employer contributions averaged $3,018 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,640th of 5,688), and 9,074th of 11,654 in professional & technical services. In 2022, employees put in $2.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,873,586
Participants with balances129
Active participants76
Employer contributions$229,345
Employee contributions$682,527
Employer contribution per active participant$3,018
Average account balance$53,284
Benefits paid to participants$1,790,284
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $51K emplr
2022$6.9M · 129 accts · $229K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$22,612
Investment management$4,969
Total administrative$27,581
The The Pursuant Group, Inc. 401(k) match · 2022
Employer contribution per active participant$3,018
Median for plans this size$1,114

The Pursuant Group, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$27,581 · 0.35%
Similar plansProfessional & Technical Services · Texas
Brian Loncar PC TX$7.0M · 0.26%
Emerald Cloud Lab, Inc. TX$6.9M · 0.04%
Anadarko Industries, LLC TX$6.9M · 0.03%
Ipsecure, Inc. TX$6.9M · 0.68%
Wp Holdco LLC TX$6.9M · 0.45%
Ctci Americas, Inc. TX$6.8M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752947160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.