# Pentegra Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/pentegra-services-inc-401k-plan-007

> Pentegra Services, INC's 401(k) plan: 525 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:** 525

- **Total Assets:** $35.6M

## 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|525|$35.6M|$1.2M|$2.3M|

| 2023|275|$22.3M|$466,353|$1.2M|

| 2022|58|$5.4M|$72,897|$181,917|

## 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|

| BIDDLE CAPITAL MANAGERMENT|OTHER, INVESTMENT ADVISO|$113,909|—|$113,909|

| PENTEGRA SERVICES INC|OTHER, CONTRACT ADMIN|$71,932|—|$71,932|

| OSAIC FA INC|BROKER/ADVISER|—|$19,181|$19,181|

| SHEPHERD FINANCIAL INVESTMENT ADVIS|INVESTMENT ADVISOR|$12,401|—|$12,401|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$7,174|—|$7,174|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,895|—|$5,895|

| TEMPLETON & COMPANY, LLP|Auditor|$3,525|—|$3,525|

### 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:** $234,017

- **Estimated Expense Ratio:** 0.658% 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|$218,133|$106,047|—|$3,525|—|

| 2023|$112,086|—|—|$3,525|—|

| 2022|$472,808|—|$14,408|—|—|

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