Department of Labor filing

PLANNING DESIGN RESEARCH CORPORATION

PDR 401(K) PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Oct 1, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

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

$Employer support

$3,057

Reported employer contributions per active participant.

Higher than about 43% of comparable plans

#People in the filing

Active participants reported for 2024.

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

¢Visible plan-paid fees

$85 / participant

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

Lower cost than about 70% of comparable plans

↗Investment performance

Not available

Plan assets changed 3.2%, 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 · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions43rd percentileTypical peer $3,462 · based on 1,271 comparable plans

Lower reported administrative expense70th percentileTypical peer $184 · based on 1,343 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, PLANNING DESIGN RESEARCH CORPORATION reported $128,380 in employer contributions across the plan and 42 active participants. That works out to $3,057 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 proxy41%

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 10.5%

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

Expense trendDown 4.3%

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

Peer context51/100

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: $128,380
Participant contributions: $282,229
Other contributions: $2,733
Employer share of reported contributions: 31.3%
Beginning assets: $13,398,426
Ending assets: $13,830,038
Ending net assets: $13,830,038
Ending liabilities: $0
Total income: $2,088,480
Total expenses: $1,656,868
Administrative expenses: $9,394
Participant loans: Not reported

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

$3,417

2023

$3,691

2024

$3,057

Plan-paid administrative expenses per participant

2022

$89

2023

$88

2024

$85

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,057	42	13.8M	20251001111529NAL0014169456001
2023	$3,691	37	13.4M	20241001145415NAL0006966097001
2022	$3,417	50	13.5M	20231010094612NAL0027424897001

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: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 741904393-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1998
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2S2T3D3F

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_ID20251001111529NAL0014169456001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗