Plan Snapshot
- Plan Sponsor: Pentagon Freight Services, INC.
- Sponsor EIN: 742109561
- Sponsor Address: 1211 E RICHEY RD, HOUSTON, TX, 77073
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $5.7M
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 | 131 | $5.7M | $130,769 | $438,845 |
| 2023 | 146 | $4.7M | $98,799 | $275,552 |
| 2022 | 76 | $4.5M | $79,632 | $238,785 |
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 |
|---|---|---|---|---|
| HARPER PEARSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER PEARSON — 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 | $26,074 | $16,692 | $9,382 | — | — |
| 2023 | $20,977 | — | $20,977 | — | — |
| 2022 | $25,486 | $18,849 | $6,637 | — | — |