Plan Snapshot
- Plan Sponsor: Pentagon Technologies Group, INC.
- Sponsor EIN: 311622360
- Sponsor Address: 21031 ALEXANDER COURT, HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 675
- Total Assets: $31.1M
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 | 675 | $31.1M | $584,786 | $2.6M |
| 2023 | 644 | $26.3M | $547,707 | $2.4M |
| 2022 | 754 | $20.9M | $534,409 | $2.3M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $102,694 | — | $102,694 |
| NEWPORT TRUST COMPANY | TRUSTEE | $10,242 | — | $10,242 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,936
- Estimated Expense Ratio: 0.363% 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 | $112,936 | — | — | — | — |
| 2023 | $140,207 | — | $4,010 | — | — |
| 2022 | $135,497 | — | $135,497 | — | — |