Department of Labor filing

P10 HOLDINGS, INC.

P10 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Oct 6, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

44filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$6,761

Reported employer contributions per active participant.

Higher than about 59% of comparable plans

#People in the filing

180

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$492 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 9% of comparable plans

↗Investment performance

Not available

Plan assets changed 31.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202444out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions59th percentileTypical peer $5,330 · based on 410 comparable plans

Lower reported administrative expense9th percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, P10 HOLDINGS, INC. reported $1,217,007 in employer contributions across the plan and 180 active participants. That works out to $6,761 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 26.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 1.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context44/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,217,007
Participant contributions: $2,716,882
Other contributions: $390,232
Employer share of reported contributions: 30.9%
Beginning assets: $21,541,053
Ending assets: $28,274,586
Ending net assets: $28,274,586
Ending liabilities: Not reported
Total income: $7,868,604
Total expenses: $1,135,071
Administrative expenses: $107,211
Participant loans: $50,061

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,363

2023

$6,239

2024

$6,761

Plan-paid administrative expenses per participant

2022

$498

2023

$408

2024

$492

Active participants

2022

158

2023

177

2024

180

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,761	180	28.3M	20251006120213NAL0002039747001
2023	$6,239	177	21.5M	20241014163636NAL0046832320006
2022	$5,363	158	14M	20231011145459NAL0030311921001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 742961657-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2006
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2T3D3H

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251006120213NAL0002039747001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗