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: 2,400
- Total Assets: $5.5M
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 | 2,400 | $5.5M | $100,294 | $3.4M |
| 2023 | 846 | $861,281 | $0 | $492,775 |
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 | CONTRACT ADMIN | $54,672 | — | $54,672 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $30,728 | — | $30,728 |
| THE BALDWIN GROUP WEALTH ADVISORS | INVESTMENT ADVISOR | $11,728 | — | $11,728 |
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,128
- Estimated Expense Ratio: 1.754% 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 | $105,790 | — | — | — | — |
| 2023 | $9,212 | — | — | — | — |