# Pentegra Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/pentegra-services-inc-401k-plan-006

> Pentegra Services, INC's 401(k) plan: 9,164 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:** 9,164

- **Total Assets:** $192.1M

## 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|9,164|$192.1M|$6.5M|$17.2M|

| 2023|1,970|$68.0M|$6.0M|$7.0M|

| 2022|836|$1.4M|$97,969|$277,717|

## 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, CONTRACT ADMIN|$478,350|—|$478,350|

| NFP RETIREMENT INC|INVESTMENT ADVISOR, OTHE|$239,181|—|$239,181|

| BENEFIT TRUST COMPANY|OTHER|$19,074|—|$19,074|

| FLEXPATH STRATEGIES LLC|OTHER, INVESTMENT ADVISO|$6,309|—|$6,309|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $742,914

- **Estimated Expense Ratio:** 0.387% 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|$984,923|—|$984,923|—|—|

| 2023|$191,213|—|$191,213|—|—|

| 2022|$31,247|—|$1,330|—|—|

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