# Pgx Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pgx-holdings-inc-401k-plan

> Pgx Holdings, INC.'s 401(k) plan: 224 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Pgx Holdings, INC.

- **Sponsor EIN:** 454352510

- **Sponsor Address:** 257 EAST 200 SOUTH,, SALT LAKE CITY, UT, 84111

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

- **Total Participants:** 224

- **Total Assets:** $28.3M

## 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.|

| 2023|224|$28.3M|$1.3M|$2.6M|

| 2022|1,172|$27.6M|$2.4M|$4.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$178,012|—|$178,012|

| TRAVELLER AND COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TRAVELLER AND COMPANY, LLC](https://planprovider.pro/provider/traveller-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $178,012

- **Estimated Expense Ratio:** 0.629% 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|

| 2023|$115,450|—|—|—|—|

| 2022|$123,793|—|—|—|—|

## Similar Plans

- [Campbell Companies](https://planprovider.pro/companies/campbell-companies-401k-plan) — 592 participants

- [Campbell Companies](https://planprovider.pro/companies/campbell-companies-plan-003) — 769 participants

- [Peg Companies, INC.](https://planprovider.pro/companies/peg-companies-inc-401k-plan) — 864 participants

- [Conservice, LLC](https://planprovider.pro/companies/conservice-llc-401k-plan) — 3,211 participants

- [Shc Services, INC.](https://planprovider.pro/companies/shc-services-inc-401k-plan) — 10,302 participants

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

© 2026 PlanProvider.Pro