Plan Snapshot
- Plan Sponsor: Penta Group, LLC
- Sponsor EIN: 271181604
- Sponsor Address: 1666 K STREET NW SUITE 500, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $10.9M
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 | 196 | $10.9M | $916,293 | $1.6M |
| 2023 | 227 | $7.8M | $674,883 | $1.3M |
| 2022 | 49 | $728,146 | $124,538 | $247,525 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER — 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 | $52,579 | $25,380 | — | — | — |
| 2023 | $29,382 | $14,364 | — | — | — |
| 2022 | — | — | — | — | — |