# The Pendergraph Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-pendergraph-companies-llc-401k-plan

> The Pendergraph Companies, LLC's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Pendergraph Companies, LLC

- **Sponsor EIN:** 270080860

- **Sponsor Address:** PO BOX 19691, RALEIGH, NC, 27619

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

- **Total Participants:** 143

- **Total Assets:** $6.4M

## 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|143|$6.4M|$211,281|$247,387|

| 2023|141|$5.3M|$211,859|$221,451|

| 2022|126|$4.2M|$190,270|$215,677|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$20,561|—|$20,561|

| RETIREMENT PLAN SOLUTIONS INC|CONTRACT ADMIN|$4,876|$5,695|$10,571|

| STANCIL PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCIL PC](https://planprovider.pro/provider/stancil-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,132

- **Estimated Expense Ratio:** 0.489% 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|$27,038|—|$27,038|—|—|

| 2023|$19,505|—|$19,505|—|—|

| 2022|$21,084|—|$21,084|—|—|

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