Plan Snapshot
- Plan Sponsor: Pentegra Services, INC
- Sponsor EIN: 133745616
- Sponsor Address: 701 WESTCHESTER AVE, SUITE 320E,, WHITE PLAINS, NY, 10604
- Plan Type: 401(k)
- Total Participants: 1,308
- Total Assets: $49.6M
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 | 1,308 | $49.6M | $1.3M | $4.1M |
| 2023 | 235 | $10.3M | $229,525 | $568,577 |
| 2022 | 163 | $1.4M | $83,920 | $249,656 |
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 | OTHER | $71,744 | — | $71,744 |
| MMLIS | OTHER | $42,808 | — | $42,808 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $5,373 | — | $5,373 |
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,925
- Estimated Expense Ratio: 0.242% 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 | $140,721 | — | — | — | — |
| 2023 | $26,193 | — | — | — | — |
| 2022 | $32,160 | — | — | — | — |