Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Pegasus Logistics Group
Pegasus Logistics Group 401(k)
- Transportation and warehousing
- Coppell, TX
- EIN 75-2550831
- 1 plan with Schedule H financials
- Plan year 2024
- Pegasus Logistics Group, Inc.
Administrative expenses excluding investment management, per participant · Pegasus Logistics Group, Inc. 401(k) Plan · plan year 2024
$67.30
Higher than 31% of the 24,371 plans $10 to 50M that report it.
Source
= $28,534 / 424
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250903104921NAL0015302513001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903104921NAL0015302513001, received 2025-09-03
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-03.
Cost and contributions
Administrative expenses per participant
$166.22
Higher than 43% of the 25,098 plans $10 to 50M that report it.
Source
= $70,479 / 424
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903104921NAL0015302513001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903104921NAL0015302513001, received 2025-09-03
Administrative expenses as a share of assets
0.359%
Higher than 62% of the 25,132 plans $10 to 50M that report it.
Source
= $70,479 / $19,624,259
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903104921NAL0015302513001, received 2025-09-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250903104921NAL0015302513001, received 2025-09-03
Employer contributions per participant
$1,323
Higher than 27% of the 24,050 plans $10 to 50M that report it.
Source
= $560,848 / 424
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903104921NAL0015302513001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903104921NAL0015302513001, received 2025-09-03
Employer share of total contributions
19.8%
Higher than 24% of the 24,084 plans $10 to 50M that report it.
Source
= $560,848 / $2,834,553
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903104921NAL0015302513001, received 2025-09-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250903104921NAL0015302513001, received 2025-09-03
Plan terms, as stated in Pegasus Logistics Group, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
3D IRS pre-approved plan · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250903104921NAL0015302513001, received 2025-09-03
Full record, Pegasus Logistics Group, Inc. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PEGASUS LOGISTICS GROUP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Plan name | PEGASUS LOGISTICS GROUP, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Sponsor EIN / plan number | 75-2550831 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Sponsor location | COPPELL, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Filing received | 2025-09-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Participants, beginning of year | 520 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Active participants | 331 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Participants, end of year | 431 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Participants with an account balance | 424 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Total assets, beginning of year | $17,018,934 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Total assets, end of year | $19,624,259 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Net assets, end of year | $19,624,259 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Total income | $5,164,876 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Net income | $2,605,325 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Employer contributions | $560,848 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Participant contributions | $1,962,147 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Other contributions (incl. rollovers) | $311,558 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Total contributions | $2,834,553 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Benefit payments | $2,489,072 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Total expenses (incl. benefit payments) | $2,559,551 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Total administrative expenses | $70,479 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Contract administrator fees | $28,534 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Investment advisory and management fees | $41,945 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Administrative expenses excluding investment management | $28,534 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250903104921NAL0015302513001, received 2025-09-03 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250903104921NAL0015302513001, received 2025-09-03 |
Position = column in the DOL layout for form year 2024. Filing 20250903104921NAL0015302513001, received 2025-09-03.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUPrecordkeeper | NONE | 12 Claims processing; 15 Recordkeeping and information management; 18 Custodial (other than securities); 50 Direct payment from the plan | $99,791 | no |
| KESTRA ADVISORY SERVICES, LLC | NONE | 27 Investment advisory (plan); 70 Consulting fees | $41,945 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250903104921NAL0015302513001, received 2025-09-03.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $17,018,934 | $19,624,259 | 15.3% |
| Participants with a balance | 499 | 424 | -15.0% |
| Administrative expenses | $51,841 | $70,479 | 36.0% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $573,913 | $560,848 | -2.3% |
Prior filing 20241111141052NAL0009262643001, received 2024-11-11; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: PEGASUS LOGISTICS GROUP, INC.; SEC registrant: Pegasus Logistics Group, Inc. (CIK 1632392, matched by EIN).