Plan Snapshot
- Plan Sponsor: Pgna, INC.
- Sponsor EIN: 251857152
- Sponsor Address: 200 WEST KENSINGER DRIVE, SUITE 100, CRANBERRY TWP, PA, 16066
- Plan Type: 401(k)
- Total Participants: 515
- Total Assets: $49.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 515 | $49.3M | $956,840 | $2.9M |
| 2023 | 517 | $46.2M | $911,451 | $2.8M |
| 2022 | 525 | $41.0M | $832,702 | $2.6M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $5,525 | — | $5,525 |
| SCHNEIDER DOWNS & CO. INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO. INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,525
- Estimated Expense Ratio: 0.011% 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 | $5,525 | — | — | — | — |
| 2023 | $4,600 | — | — | — | — |
| 2022 | $4,850 | — | — | — | — |