# Board Of Directors Of Pentegra Defined Contribution Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-directors-of-pentegra-defined-contribution-plan-401k-plan

> Board Of Directors Of Pentegra Defined Contribution Plan's 401(k) plan: 35,585 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Directors Of Pentegra Defined Contribution Plan

- **Sponsor EIN:** 136321489

- **Sponsor Address:** 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604

- **Plan Type:** 401(k)

- **Total Participants:** 35,585

- **Total Assets:** $2.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|35,585|$2.3B|$42.0M|$67.4M|

| 2023|35,000|$2.2B|$38.7M|$71.1M|

| 2022|16,522|$2.1B|$45.8M|$74.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PENTEGRA RETIREMENT SERVICES|CONTRACT ADMIN|$8,842,089|—|$8,842,089|

| RELIANCE TRUST COMPANY|TRUSTEE|$49,535|—|$49,535|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT ADVISORY-PLAN|$45,397|—|$45,397|

| CLIFTON LARSON ALLEN|ACCOUNTING|$29,400|—|$29,400|

| CAMBRIDGE INVESTMENT RESEARCH, INC|INVESTMENT ADVISORY(PLAN|$11,140|—|$11,140|

| CUSO FINANCIAL SERVICES, LP|INVESTMENT ADVISORY (PLA|$6,342|—|$6,342|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RELIANCE TRUST COMPANY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — TRUSTEE

- [CLIFTON LARSON ALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTING

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,983,903

- **Estimated Expense Ratio:** 0.397% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$17,414,380|—|$8,842,088|$34,896|—|

| 2023|$17,505,240|$453,573|$8,121,816|$46,200|—|

| 2022|$21,140,497|$9,514,740|$10,146,706|—|$67,834|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-directors-of-pentegra-defined-contribution-plan-401k-plan)

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