# Pentegra Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/pentegra-services-inc-401k-plan-010

> Pentegra Services, INC's 401(k) plan: 760 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 AVENUE, WHITE PLAINS, NY, 10604

- **Plan Type:** 401(k)

- **Total Participants:** 760

- **Total Assets:** $13.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|760|$13.5M|$599,484|$1.3M|

| 2023|0|$0|$0|$0|

## 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|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$54,146|—|$54,146|

| PENTEGRA SERVICES, INC.|CONTRACT ADMIN|$44,209|—|$44,209|

| TEMPLETON ACCOUNTS & ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TEMPLETON ACCOUNTS & ADVISORS](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:** $98,355

- **Estimated Expense Ratio:** 0.730% 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|$77,152|—|—|—|—|

| 2023|—|—|—|—|—|

## Similar Plans

- [Fig LLC](https://planprovider.pro/companies/fig-llc-401k-plan) — 757 participants

- [Institutional Shareholder Services](https://planprovider.pro/companies/institutional-shareholder-services-401k-plan) — 752 participants

- [Pjt Partners Holdings LP](https://planprovider.pro/companies/pjt-partners-holdings-lp-401k-plan) — 787 participants

- [Hudson River Trading LLC](https://planprovider.pro/companies/hudson-river-trading-llc-401k-plan) — 794 participants

- [Apex Fund Services (Charlotte) LLC](https://planprovider.pro/companies/apex-fund-services-charlotte-llc-401k-plan) — 655 participants

- [Pentegra Retirement Services](https://planprovider.pro/companies/pentegra-retirement-services-401k-plan) — 624 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pentegra-services-inc-401k-plan-010)

© 2026 PlanProvider.Pro