Plan Snapshot
- Plan Sponsor: Pmg Services, INC.
- Sponsor EIN: 650271219
- Sponsor Address: 1301 CONCORD TERRACE, SUNRISE, FL, 33323
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9,594
- Total Assets: $1.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 9,594 | $1.9B | $0 | $0 |
| 2024 | 8,140 | $1.8B | $22.4M | $79.3M |
| 2023 | 7,318 | $1.6B | $24.1M | $78.9M |
| 2022 | 7,020 | $1.3B | $22.7M | $73.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $379,329 | — | $379,329 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $251,843 | — | $251,843 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Other Service Provider | $80,000 | — | $80,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $711,172
- Estimated Expense Ratio: 0.037% 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 |
|---|---|---|---|---|---|
| 2025 | $234,472,999 | $379,329 | $3,600 | — | — |
| 2024 | $746,943 | $417,040 | $2,400 | — | — |
| 2023 | $689,138 | $340,550 | $3,000 | — | — |
| 2022 | $744,095 | $247,386 | — | — | — |