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Original filing (PDF)20250715171833NAL0001809555001
PENTA GROUP, LLC
Form 5500
FILING_RECEIVED
PENTA GROUP 401(K) PLAN
401(k) retirement plan
Active participants
196
Accounts w/ balance
318
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENTA GROUP, LLC.
Plan sponsor
Name
PENTA GROUP, LLC
EIN
27-1181604
Address
1666 K STREET NW SUITE 500 · WASHINGTON, DC · 20006
Phone
(202) 822-1205
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
20 direct securities · 2 pooled funds· $10.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.3M
20 holdings
Common Collective Trust
$609K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Funds | — | — | — | $1.9M | 17.2% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM Mutual Funds | — | — | — | $1.7M | 15.9% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM Mutual Funds | — | — | — | $1.4M | 12.4% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM Mutual Funds | — | — | — | $1.3M | 11.8% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM Mutual Funds | — | — | — | $949K | 8.7% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM Mutual Funds | — | — | — | $903K | 8.3% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PREM Mutual Funds | — | — | — | $602K | 5.5% | |
| AB US LARGE CAP GROWTH CIT FEE CLAS GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $581K | 5.3% | |
| FIDELITY INTL INDEX Mutual Funds | — | — | — | $299K | 2.7% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM Mutual Funds | — | — | — | $272K | 2.5% | |
| FIDELITY MID CAP INDEX Mutual Funds | — | — | — | $237K | 2.2% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | — | — | — | $208K | 1.9% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds | — | — | — | $194K | 1.8% | |
| MFS VALUE R6 Mutual Funds | — | — | — | $92K | 0.8% | |
| FIDELITY US BOND INDEX Mutual Funds | — | — | — | $72K | 0.7% | |
| FIDELITY INTL CPTL APPREC K6 Mutual Funds | — | — | — | $51K | 0.5% | |
| AMERICAN CENTURY SMALL CAP VALUE R6 Mutual Funds | — | — | — | $49K | 0.4% | |
| JANUS HENDERSON TRITON N Mutual Funds | — | — | — | $46K | 0.4% | |
| FIDELITY TOTAL BOND K6 Mutual Funds | — | — | — | $42K | 0.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $28K | 0.3% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM Mutual Funds | — | — | — | $16K | 0.1% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM Mutual Funds | — | — | — | $15K | 0.1% |
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