PFN Lending Group 401(k) match, vesting and fees
What PFN Lending 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 | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Cathedral Cpas and Advisors, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| PFN Lending Group: employer contribution per participant | $140 | |
| Peer median | $1,680 |
| PFN Lending Group: average balance | $11,756 | |
| Peer median | $52,722 |
| PFN Lending Group: admin expenses ÷ assets | 0.84% | |
| Peer median | 0.39% |
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 $805K at the end of plan year 2022 to $1.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 241 | $1.9M | $23K | $140 | 0.84% | Not published | Form 5500 ↗ |
| 2023 | 240 | $1.5M | $25K | $151 | 0.87% | Not published | 5500-SF ↗ |
| 2022 | 234 | $805K | $34K | $406 | 1.61% | Not published | Form 5500 ↗ |
Common questions
Does PFN Lending Group match 401(k) contributions?
The match terms for the Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $23K in employer contributions, about $140 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the PFN Lending Group 401(k) match vested?
The vesting schedule for the Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the PFN Lending Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Paychex, Inc.. The plan administrator is Pfn Lending Group Inc.
I left PFN Lending Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pfn Lending Group Inc, (818) 226-1300) or the recordkeeper, Paychex, Inc.. The PFN Lending Group old 401(k) page lists the contacts from every plan filing. Find an old PFN Lending Group 401(k)
Data from the public Form 5500 annual reports PFN Lending Group filed with the U.S. Department of Labor (plan years 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 PFN Lending Group. Not financial advice. Report a correction · Methodology