# Pe Management Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pe-management-group-inc-401k-plan

> Pe Management Group, INC.'s 401(k) plan: 658 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pe Management Group, INC.

- **Sponsor EIN:** 871034539

- **Sponsor Address:** 18029 CALLE AMBIENTE, RANCHO SANTA FE, CA, 92091

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

- **Total Participants:** 658

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|658|$1.9M|$64,542|$459,145|

| 2023|606|$1.3M|$59,827|$435,274|

| 2022|471|$704,104|$52,411|$350,073|

## 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|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$39,628|—|—|—|—|

| 2023|$20,238|—|—|—|—|

| 2022|$10,368|—|—|—|$10,368|

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