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Department of Labor filing

PARTNERS IN DEVELOPMENT FOUNDATION

403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

48filing comparison
out of 100

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

$Employer support
$1,514

Reported employer contributions per active participant.

Higher than about 31% of comparable plans
#People in the filing
232

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$9 / participant

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

Lower cost than about 88% of comparable plans
↗Investment performance
Not available

Plan assets changed 17.9%, 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 · 202448out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions31st percentileTypical peer $2,620 · based on 595 comparable plans
Lower reported administrative expense88th percentileTypical peer $101 · based on 590 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, PARTNERS IN DEVELOPMENT FOUNDATION reported $351,316 in employer contributions across the plan and 232 active participants. That works out to $1,514 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 trendDown 16.0%

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

Expense trendUp 21.1%

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

Peer context48/100

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
$351,316
Participant contributions
$682,742
Other contributions
$68,542
Employer share of reported contributions
34.0%
Beginning assets
$11,464,568
Ending assets
$13,517,153
Ending net assets
$13,517,153
Ending liabilities
$0
Total income
$2,640,162
Total expenses
$587,577
Administrative expenses
$2,498
Participant loans
$174,988

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
$1,803
2023
$1,690
2024
$1,514
Plan-paid administrative expenses per participant
2022
$8
2023
$5
2024
$9
Active participants
2022
191
2023
194
2024
232
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,51423213.5M20250929174619NAL0011606513001
2023$1,69019411.5M20240918183720NAL0002853683001
2022$1,80319110M20231010163816NAL0018270947001

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
1.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
943271325-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jun 1, 2002
Industry
Other services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G3D2J2K2S2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250929174619NAL0011606513001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗