Petra Funds Group 401(k) match, vesting and fees
What Petra Funds 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Withumsmith & Brown P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Petra Funds Group: employer contribution per participant | $5,761 | |
| Peer median | $2,868 |
| Petra Funds Group: average balance | $95,399 | |
| Peer median | $95,281 |
| Petra Funds Group: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.22% |
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 $10.7M at the end of plan year 2023 to $19.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 236 | $19.9M | $1.2M | $5,761 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 124 | $10.7M | $38K | $377 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Petra Funds Group match 401(k) contributions?
The match terms for the Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $5,761 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Petra Funds Group 401(k) match vested?
The vesting schedule for the Petra Funds Group LLC 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Petra Funds Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Sbsf.
I left Petra Funds Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sbsf) or the recordkeeper, Principal Life Insurance Company. The Petra Funds Group old 401(k) page lists the contacts from every plan filing. Find an old Petra Funds Group 401(k)
Data from the public Form 5500 annual reports Petra Funds Group filed with the U.S. Department of Labor (plan years 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 Petra Funds Group. Not financial advice. Report a correction · Methodology