Department of Labor filing

PERTRONIX, LLC

PERTRONIX, LLC RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

43filing comparison
out of 100

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

$Employer support
$2,117

Reported employer contributions per active participant.

Higher than about 51% of comparable plans
#People in the filing
73

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$241 / participant

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

Lower cost than about 23% of comparable plans
Investment performance
Not available

Plan assets changed 3.6%, 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 · 202443out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $2,117 · based on 37 comparable plans
Lower reported administrative expense23rd percentileTypical peer $127 · based on 39 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, PERTRONIX, LLC reported $154,515 in employer contributions across the plan and 73 active participants. That works out to $2,117 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 proxy48%

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 4.2%

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

Expense trendDown 40.5%

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

Peer context43/100

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
$154,515
Participant contributions
$276,995
Other contributions
$159,024
Employer share of reported contributions
35.8%
Beginning assets
$4,670,795
Ending assets
$4,839,411
Ending net assets
$4,839,411
Ending liabilities
$0
Total income
$1,139,157
Total expenses
$970,541
Administrative expenses
$29,659
Participant loans
$116

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
$2,208
2023
$1,742
2024
$2,117
Plan-paid administrative expenses per participant
2022
$405
2023
$273
2024
$241
Active participants
2022
88
2023
94
2024
73
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,117734.8M20251010134229NAL0008245249001
2023$1,742944.7M20241011103648NAL0012377763001
2022$2,208886.4M20231013140213NAL0034082337001

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
0.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
952252935-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2015
Industry
Industry group 336
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2J2F2G2T3D

Current plan terms

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Filing ACK_ID20251010134229NAL0008245249001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗