Plan Snapshot
- Plan Sponsor: Prh Investments LLC Dba The Related Group
- Sponsor EIN: 263667573
- Sponsor Address: 2850 TIGERTAIL AVE, STE 800, MIAMI, FL, 33133
- Plan Type: 401(k)
- Total Participants: 752
- Total Assets: $40.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 752 | $40.5M | $946,676 | $4.3M |
| 2023 | 678 | $33.8M | $834,909 | $3.8M |
| 2022 | 677 | $26.8M | $723,408 | $3.2M |
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 RETIREMENT SOLUTIONS | RECORDKEEPER | $101,051 | — | $101,051 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISORY-PLAN | $69,810 | — | $69,810 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISORY-PLAN
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,861
- Estimated Expense Ratio: 0.422% 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 | $170,861 | $69,810 | — | — | — |
| 2023 | $147,397 | $55,215 | — | — | — |
| 2022 | $129,846 | $51,093 | — | — | — |