Department of Labor filing

PFG-ST. LOUIS, LLC

PFG-ST. LOUIS, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

45filing comparison
out of 100

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

$Employer support

$1,698

Reported employer contributions per active participant.

Higher than about 45% of comparable plans

#People in the filing

131

Active participants reported for 2024.

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

¢Visible plan-paid fees

$188 / participant

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

Lower cost than about 46% of comparable plans

↗Investment performance

Not available

Plan assets changed 29.1%, 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 · 202445out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions45th percentileTypical peer $1,808 · based on 144 comparable plans

Lower reported administrative expense46th percentileTypical peer $178 · based on 145 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, PFG-ST. LOUIS, LLC reported $222,399 in employer contributions across the plan and 131 active participants. That works out to $1,698 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 proxy89%

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 277.3%

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

Expense trendNot enough history

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

Peer context45/100

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: $222,399
Participant contributions: $574,592
Other contributions: $18,952
Employer share of reported contributions: 27.9%
Beginning assets: $3,029,532
Ending assets: $3,912,225
Ending net assets: $3,899,422
Ending liabilities: $12,803
Total income: $1,205,220
Total expenses: $335,330
Administrative expenses: $27,851
Participant loans: $178,057

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

$450

2023

$1,451

2024

$1,698

Plan-paid administrative expenses per participant

2022

Not reported

2023

$200

2024

$188

Active participants

2022

218

2023

141

2024

131

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,698	131	3.9M	20251014172616NAL0006975474001
2023	$1,451	141	3M	20241015180802NAL0050823584001
2022	$450	218	2.2M	20231016160159NAL0038936929001

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: 4.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 853493848-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 29, 2022
Industry: Industry group 322
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20251014172616NAL0006975474001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗