# Presidio Employee Co LLC 401(k) Plan
Source: https://planprovider.pro/companies/presidio-employee-co-llc-401k-plan

> Presidio Employee Co LLC's 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Presidio Employee Co LLC

- **Sponsor EIN:** 825116779

- **Sponsor Address:** 500 WEST 7TH STREET, FORT WORTH, TX, 76102

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

- **Total Participants:** 121

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|121|$9.8M|$677,179|$980,448|

| 2023|156|$7.7M|$652,627|$974,827|

| 2022|119|$5.5M|$697,965|$916,515|

## 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|

| TRANSAMERICA FIN. LIFE INS. CO.|RECORDKEEPER|$37,667|—|$37,667|

| TEMPLETON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FIN. LIFE INS. CO.](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,667

- **Estimated Expense Ratio:** 0.386% 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|$42,882|—|$42,882|—|—|

| 2023|$33,546|—|$33,546|—|—|

| 2022|$31,263|$31,263|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/presidio-employee-co-llc-401k-plan)

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