401k Record

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Public Consulting Group 401(k)

Recordkeeping fees per participant · Public Consulting Group LLC 401(k) Profit Sharing Plan · plan year 2024

$79.71

Higher than 86% of the 1,697 plans $250M to 1B that report it.

Source

= $237,129 / 2,975
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260410105007NAL0013500609001, received 2026-04-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410105007NAL0013500609001, received 2026-04-10

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-07-01 to 2025-06-30, filing received 2026-04-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$79.71

10th: $18.52median $67.2190th: $147.71

Higher than 63% of the 2,324 plans $250M to 1B that report it.

Source

= $237,129 / 2,975
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260410105007NAL0013500609001, received 2026-04-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410105007NAL0013500609001, received 2026-04-10

Administrative expenses per participant

$102.98

10th: $27.95median $88.2590th: $203.68

Higher than 61% of the 2,405 plans $250M to 1B that report it.

Source

= $306,361 / 2,975
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260410105007NAL0013500609001, received 2026-04-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410105007NAL0013500609001, received 2026-04-10

Administrative expenses as a share of assets

0.099%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 65% of the 2,407 plans $250M to 1B that report it.

Source

= $306,361 / $310,975,971
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260410105007NAL0013500609001, received 2026-04-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260410105007NAL0013500609001, received 2026-04-10

Employer contributions per participant

$2,906

10th: $1,169median $3,07390th: $8,346

Higher than 47% of the 2,457 plans $250M to 1B that report it.

Source

= $8,646,097 / 2,975
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260410105007NAL0013500609001, received 2026-04-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410105007NAL0013500609001, received 2026-04-10

Employer share of total contributions

27.1%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 37% of the 2,459 plans $250M to 1B that report it.

Source

= $8,646,097 / $31,918,013
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260410105007NAL0013500609001, received 2026-04-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260410105007NAL0013500609001, received 2026-04-10

Plan terms, as stated in Public Consulting Group, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

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) · 3D IRS pre-approved plan · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260410105007NAL0013500609001, received 2026-04-10

Full record, Public Consulting Group LLC 401(k) Profit Sharing Plan

FieldValueSource
Plan sponsorPUBLIC CONSULTING GROUP LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260410105007NAL0013500609001, received 2026-04-10
Plan namePUBLIC CONSULTING GROUP LLC 401(K) PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260410105007NAL0013500609001, received 2026-04-10
Sponsor EIN / plan number04-2942913 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260410105007NAL0013500609001, received 2026-04-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260410105007NAL0013500609001, received 2026-04-10
Sponsor locationBOSTON, MAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260410105007NAL0013500609001, received 2026-04-10
Industry (business code)541600, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260410105007NAL0013500609001, received 2026-04-10
Plan year2024-07-01 to 2025-06-30Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260410105007NAL0013500609001, received 2026-04-10
Filing received2026-04-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260410105007NAL0013500609001, received 2026-04-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260410105007NAL0013500609001, received 2026-04-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260410105007NAL0013500609001, received 2026-04-10
Participants, beginning of year3,598Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260410105007NAL0013500609001, received 2026-04-10
Active participants2,182Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260410105007NAL0013500609001, received 2026-04-10
Participants, end of year3,110Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260410105007NAL0013500609001, received 2026-04-10
Participants with an account balance2,975Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260410105007NAL0013500609001, received 2026-04-10
Total assets, beginning of year$265,293,936Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260410105007NAL0013500609001, received 2026-04-10
Total assets, end of year$310,975,971Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260410105007NAL0013500609001, received 2026-04-10
Net assets, end of year$310,975,971Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260410105007NAL0013500609001, received 2026-04-10
Total income$68,476,266Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260410105007NAL0013500609001, received 2026-04-10
Net income$45,682,035Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260410105007NAL0013500609001, received 2026-04-10
Employer contributions$8,646,097Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260410105007NAL0013500609001, received 2026-04-10
Participant contributions$20,466,571Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260410105007NAL0013500609001, received 2026-04-10
Other contributions (incl. rollovers)$2,805,345Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260410105007NAL0013500609001, received 2026-04-10
Total contributions$31,918,013Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260410105007NAL0013500609001, received 2026-04-10
Benefit payments$22,442,230Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260410105007NAL0013500609001, received 2026-04-10
Total expenses (incl. benefit payments)$22,794,231Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260410105007NAL0013500609001, received 2026-04-10
Total administrative expenses$306,361Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260410105007NAL0013500609001, received 2026-04-10
Recordkeeping fees$237,129Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260410105007NAL0013500609001, received 2026-04-10
Investment advisory and management fees$69,232Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260410105007NAL0013500609001, received 2026-04-10
Administrative expenses excluding investment management$237,129derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260410105007NAL0013500609001, received 2026-04-10
Held in common/collective trusts$972,788Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260410105007NAL0013500609001, received 2026-04-10
Held in mutual funds$296,214,056Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260410105007NAL0013500609001, received 2026-04-10
Independent auditorPKF OCONNOR DAVIES LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260410105007NAL0013500609001, received 2026-04-10

Position = column in the DOL layout for form year 2024. Filing 20260410105007NAL0013500609001, received 2026-04-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeperNONE 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees $237,129no
SAGE ADVISORY GROUPNONE 28 Investment management; 50 Direct payment from the plan $69,232no

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 20260410105007NAL0013500609001, received 2026-04-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$265,293,936$310,975,97117.2%
Participants with a balance3,3222,975-10.4%
Administrative expenses$274,353$306,36111.7%
Recordkeeping fees per participant$35.62$79.71123.8%
Employer contributions$10,711,421$8,646,097-19.3%

Prior filing 20250326115754NAL0026497056001, received 2025-03-26; the plan years are contiguous.

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Sponsor name as filed: PUBLIC CONSULTING GROUP LLC; SEC registrant: Public Consulting Group, Inc. (CIK 1376200, matched by EIN).