# P10 Holdings, INC. DC Plan
Source: https://planprovider.pro/companies/p10-holdings-inc-plan

> P10 Holdings, INC.'s DC plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** P10 Holdings, INC.

- **Sponsor EIN:** 742961657

- **Sponsor Address:** 2699 HOWELL STREET, SUITE 1000, DALLAS, TX, 75204

- **Plan Type:** DC

- **Total Participants:** 180

- **Total Assets:** $28.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|180|$28.3M|$1.2M|$2.7M|

| 2023|177|$21.5M|$1.1M|$2.5M|

| 2022|158|$14.0M|$847,290|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMBREE FINANCIAL GROUP|ADVISOR|$93,535|—|$93,535|

| RETIREMENT PLAN CONSULTANTS, INC.|TPA|$13,676|—|$13,676|

| WEAVER AND TIDWELL, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMBREE FINANCIAL GROUP](https://planprovider.pro/provider/embree-financial-group) — ADVISOR

- [RETIREMENT PLAN CONSULTANTS, INC.](https://planprovider.pro/provider/retirement-plan-consultants) — TPA

- [WEAVER AND TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $107,211

- **Estimated Expense Ratio:** 0.379% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$107,211|$93,535|$13,676|—|—|

| 2023|$75,883|—|$75,883|—|—|

| 2022|$59,815|—|—|—|$59,815|

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