Penta Group 401(k) match, vesting and fees
What Penta Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Smith Leonard PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Penta Group: employer contribution per participant | $3,177 | |
| Peer median | $2,719 |
| Penta Group: average balance | $47,633 | |
| Peer median | $85,424 |
| Penta Group: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $728K at the end of plan year 2022 to $14.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 428 | $14.2M | $950K | $3,177 | 0.55% | Not published | Form 5500 ↗ |
| 2024 | 320 | $10.9M | $916K | $2,881 | 0.56% | Not published | Form 5500 ↗ |
| 2023 | 287 | $7.8M | $675K | $3,154 | 0.69% | Not published | Form 5500 ↗ |
| 2022 | 113 | $728K | $125K | $2,542 | 0.61% | Not published | 5500-SF ↗ |
Other Penta Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hamilton Place Strategies LLC 401k Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Frazier & Deeter, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Penta Group match 401(k) contributions?
The match terms for the Penta Group 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $950K in employer contributions, about $3,177 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Penta Group 401(k) match vested?
The vesting schedule for the Penta Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Penta Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Penta Group, LLC.
I left Penta Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Penta Group, LLC, (202) 822-1205) or the recordkeeper, Empower Annuity Insurance Company. The Penta Group old 401(k) page lists the contacts from every plan filing. Find an old Penta Group 401(k)
Data from the public Form 5500 annual reports Penta Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Penta Group. Not financial advice. Report a correction · Methodology