# Pentegra Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pentegra-services-inc-401k-plan-008

> Pentegra Services, INC.'s 401(k) plan: 121 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:** 121

- **Total Assets:** $13.9M

## 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|121|$13.9M|$508,245|$957,113|

| 2023|106|$13.2M|$543,855|$1.0M|

| 2022|135|$10.4M|$259,293|$344,444|

## 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|

| CAPITAL ASSET ADVISORY SERVICES, LL|INVESTMENT ADVISOR|$40,028|—|$40,028|

| PENTEGRA SERVICES INC|CONTRACT ADMIN|$27,365|—|$27,365|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$26,039|—|$26,039|

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

### Verified Provider Profiles

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

- [TEMMPLETON & 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:** $93,432

- **Estimated Expense Ratio:** 0.670% 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|$93,432|—|—|—|—|

| 2023|$91,804|—|—|—|—|

| 2022|$7,385|—|$7,385|—|—|

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