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: 1,574
- Total Assets: $25.5M
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 | 1,574 | $25.5M | $1.2M | $2.6M |
| 2023 | 526 | $8.0M | $144,974 | $351,533 |
| 2022 | 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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $74,220 | — | $74,220 |
| PENTEGRA SERVICES INC. | POOLED PLAN PROVIDER | $62,944 | $435 | $63,379 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY PLAN | $10,763 | — | $10,763 |
| EQUITABLE ADVISORS LLC | INVESTMENT ADVISORY PLAN | $10,094 | — | $10,094 |
| CREATIVE PLANNING | INVESTMENT ADVISORY PLAN | $8,224 | — | $8,224 |
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY PLAN
- EQUITABLE ADVISORS LLC — INVESTMENT ADVISORY PLAN
- CREATIVE PLANNING — INVESTMENT ADVISORY PLAN
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,680
- Estimated Expense Ratio: 0.654% 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 | $176,899 | $37,753 | $62,944 | — | — |
| 2023 | $26,562 | $6,809 | $8,914 | — | — |
| 2022 | — | — | — | — | — |