# Pfg Ventures L.P. Dba Proforma 401(k) Plan
Source: https://planprovider.pro/companies/pfg-ventures-l-p-dba-proforma-401k-plan

> Pfg Ventures L.P. Dba Proforma's 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pfg Ventures L.P. Dba Proforma

- **Sponsor EIN:** 341761487

- **Sponsor Address:** 8800 EAST PLEASANT VALLEY ROAD, INDEPENDENCE, OH, 44131

- **Plan Type:** 401(k)

- **Total Participants:** 164

- **Total Assets:** $13.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|164|$13.9M|$259,728|$845,727|

| 2023|154|$14.4M|$225,782|$811,176|

| 2022|141|$11.6M|$206,113|$721,775|

## 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|

| CBIZ CPA'S PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$58,873|—|—|—|—|

| 2023|$62,387|$33,386|—|—|—|

| 2022|$63,710|—|—|—|—|

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