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

> Pentegra Services, INC.'s 401(k) plan: 1,574 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:** 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY PLAN

- [EQUITABLE ADVISORS LLC](https://planprovider.pro/provider/equitable) — INVESTMENT ADVISORY PLAN

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY PLAN

- [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:** $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|—|—|—|—|—|

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

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