# Pentegra Retirement Services 401(k) Plan
Source: https://planprovider.pro/companies/pentegra-retirement-services-401k-plan

> Pentegra Retirement Services's 401(k) plan: 624 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pentegra Retirement Services

- **Sponsor EIN:** 133745616

- **Sponsor Address:** 701 WESTCHESTER AVE, SUITE 320E, WHITE PLAINS, NY, 10604

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

- **Total Participants:** 624

- **Total Assets:** $19.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|624|$19.0M|$893,948|$1.5M|

## 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|

| PENTEGRA SERVICES INC|CONTRACT ADMIN|$44,534|—|$44,534|

| FARTHER FINANCE ADVISORS LLC|INVESTMENT ADVISOR|$30,677|—|$30,677|

| 575 MARKET ST STE 400|INVESTMENT ADVISOR|$5,475|—|$5,475|

| TEMPLETON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TEMPLETON & COMPANY, LLP](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,686

- **Estimated Expense Ratio:** 0.426% 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|$88,601|—|—|—|—|

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

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