Department of Labor filing

PETTIT KOHN INGRASSIA LUTZ & DOLIN PC

PETTIT KOHN INGRASSIA LUTZ & DOLIN PC 401K PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

17filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,029

Reported employer contributions per active participant.

Higher than about 15% of comparable plans

#People in the filing

129

Active participants reported for 2024.

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

¢Visible plan-paid fees

$300 / participant

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

Lower cost than about 24% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.2%, 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 · 202417out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions15th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense24th percentileTypical peer $173 · based on 5,672 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, PETTIT KOHN INGRASSIA LUTZ & DOLIN PC reported $132,709 in employer contributions across the plan and 129 active participants. That works out to $1,029 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 proxy73%

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 2.7%

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

Expense trendUp 3.9%

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

Peer context17/100

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: $132,709
Participant contributions: $991,897
Other contributions: $709,303
Employer share of reported contributions: 11.8%
Beginning assets: $13,093,221
Ending assets: $15,345,259
Ending net assets: $15,345,259
Ending liabilities: $0
Total income: $3,624,821
Total expenses: $1,353,615
Administrative expenses: $48,011
Participant loans: $83,356

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

$1,058

2023

$1,055

2024

$1,029

Plan-paid administrative expenses per participant

2022

$289

2023

$274

2024

$300

Active participants

2022

102

2023

110

2024

129

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,029	129	15.3M	20251013174321NAL0000871027001
2023	$1,055	110	13.1M	20241014174444NAL0028008945001
2022	$1,058	102	10.7M	20231013100933NAL0044050256001

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: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 562564085-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 1, 2006
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20251013174321NAL0000871027001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗