# Pentegra Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/pentegra-services-inc-401k-plan-004

> Pentegra Services, INC's 401(k) plan: 1,308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pentegra-services-inc-401k-plan-004)

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