Penteledata Limited Partnership I 401(k) match, vesting and fees
What Penteledata Limited Partnership I'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Barsz Gowie Amon Fultz LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Penteledata Limited Partnership I: employer contribution per participant | $967 | |
| Peer median | $2,188 |
| Penteledata Limited Partnership I: average balance | $33,197 | |
| Peer median | $63,883 |
| Penteledata Limited Partnership I: admin expenses ÷ assets | 0.61% | |
| 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 $4.1M at the end of plan year 2021 to $7.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 266 | $7.1M | $208K | $967 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 251 | $5.5M | $189K | $955 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 229 | $4.1M | $171K | $1,007 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 246 | $4.1M | $58K | $326 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does Penteledata Limited Partnership I match 401(k) contributions?
The match terms for the Penteledata Ltd. Partnership 401(k) Salary Reduction Plan have not been published from its filing yet. The plan year 2024 filing reports $208K in employer contributions, about $967 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Penteledata Limited Partnership I 401(k) match vested?
The vesting schedule for the Penteledata Ltd. Partnership 401(k) Salary Reduction Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Penteledata Limited Partnership I 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Penteledata Limited Partnership I.
I left Penteledata Limited Partnership I. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Penteledata Limited Partnership I, (610) 826-2552) or the recordkeeper, Transamerica Retirement Solutions. The Penteledata Limited Partnership I old 401(k) page lists the contacts from every plan filing. Find an old Penteledata Limited Partnership I 401(k)
Data from the public Form 5500 annual reports Penteledata Limited Partnership I filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Penteledata Limited Partnership I. Not financial advice. Report a correction · Methodology