# Pdi Technologies 401(k) Plan
Source: https://planprovider.pro/companies/pdi-technologies-401k-plan

> Pdi Technologies's 401(k) plan: 1,395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pdi Technologies

- **Sponsor EIN:** 751883667

- **Sponsor Address:** 11675 RAINWATER DR., SUITE 350, ALPHARETTA, GA, 30009

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

- **Total Participants:** 1,395

- **Total Assets:** $135.5M

## 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|1,395|$135.5M|$4.0M|$9.2M|

| 2023|1,113|$114.0M|$3.7M|$8.9M|

| 2022|1,086|$96.4M|$3.7M|$8.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$130,920|—|$130,920|

| STRATEGIC ADVISORS, INC.|ADVISOR|$51,542|—|$51,542|

| MELTON & MELTON, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MELTON & MELTON, L.L.P.](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $182,462

- **Estimated Expense Ratio:** 0.135% 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|$182,462|$51,542|$2,700|—|—|

| 2023|$136,737|$38,061|—|—|—|

| 2022|$143,976|$30,325|—|—|—|

## Similar Plans

- [Transportation Insight, LLC](https://planprovider.pro/companies/transportation-insight-llc-401k-plan) — 1,283 participants

- [Independent Physicians Resource, INC.](https://planprovider.pro/companies/independent-physicians-resource-inc-401k-plan) — 1,606 participants

- [Landis&Gyr Technology, INC.](https://planprovider.pro/companies/landis-gyr-technology-inc-401k-plan) — 905 participants

- [Holbrook Life Management LLC](https://planprovider.pro/companies/holbrook-life-management-llc-401k-plan) — 730 participants

- [W3, LLC](https://planprovider.pro/companies/w3-llc-401k-plan) — 719 participants

- [The Weather Company, LLC](https://planprovider.pro/companies/the-weather-company-llc-401k-plan-002) — 662 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pdi-technologies-401k-plan)

© 2026 PlanProvider.Pro