# Pernix Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/pernix-group-inc-401k-plan

> Pernix Group INC.'s 401(k) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pernix Group INC.

- **Sponsor EIN:** 364025775

- **Sponsor Address:** 151 E. 22ND STREET, LOMBARD, IL, 60148

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

- **Total Participants:** 221

- **Total Assets:** $44.7M

## 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|221|$44.7M|$1.4M|$2.9M|

| 2023|254|$41.6M|$1.2M|$2.6M|

| 2022|230|$34.2M|$690,261|$2.2M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$51,026|—|$51,026|

| MMA SECURITIES LLC|NONE|$32,500|—|$32,500|

| VANGUARD ADVISERS INC.|NONE|$18,570|—|$18,570|

| ANDERS MINKLERHUBER & HELM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [ANDERS MINKLERHUBER & HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $102,096

- **Estimated Expense Ratio:** 0.229% 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|$100,496|—|—|—|—|

| 2023|$91,581|—|—|—|—|

| 2022|$86,633|—|—|—|—|

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

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