Pgi Holdings 401(k) match, vesting and fees
What Pgi Holdings' 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 | Everhart Financial Group, Inc | Schedule C ↗ |
| Independent auditor | Rea & Associates Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Pgi Holdings: employer contribution per participant | $1,882 | |
| Peer median | $1,847 |
| Pgi Holdings: average balance | $47,619 | |
| Peer median | $65,512 |
| Pgi Holdings: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.32% |
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 $5.3M at the end of plan year 2023 to $6.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 187 | $6.5M | $258K | $1,882 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 196 | $5.3M | $208K | $1,983 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Pgi Holdings match 401(k) contributions?
The match terms for the Pgi Holdings, LLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $258K in employer contributions, about $1,882 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pgi Holdings 401(k) match vested?
The vesting schedule for the Pgi Holdings, LLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pgi Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Everhart Financial Group, Inc. The plan administrator is Pgi Holdings, LLC.
I left Pgi Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pgi Holdings, LLC, (937) 584-5411) or the recordkeeper, Everhart Financial Group, Inc. The Pgi Holdings old 401(k) page lists the contacts from every plan filing. Find an old Pgi Holdings 401(k)
Data from the public Form 5500 annual reports Pgi Holdings 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 Pgi Holdings. Not financial advice. Report a correction · Methodology