# Prh Investments LLC Dba The Related Group 401(k) Plan
Source: https://planprovider.pro/companies/prh-investments-llc-dba-the-related-group-401k-plan

> Prh Investments LLC Dba The Related Group's 401(k) plan: 752 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY-PLAN

- [GRANT THORNTON LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Senior Management Advisors, INC.](https://planprovider.pro/companies/senior-management-advisors-inc-401k-plan-002) — 699 participants

- [Daily Management, INC.](https://planprovider.pro/companies/daily-management-401-k-profit-sharing-plan-401k-plan) — 640 participants

- [The Kolter Group LLC](https://planprovider.pro/companies/the-kolter-group-llc-401k-plan) — 628 participants

- [Vacation Rental Pros Property Management LLC](https://planprovider.pro/companies/vacation-rental-pros-property-ma-plan) — 462 participants

- [Miami Management INC](https://planprovider.pro/companies/miami-management-inc-401k-plan) — 456 participants

- [Bainbridge Communities Management, LLC](https://planprovider.pro/companies/bainbridge-communities-management-llc-401k-plan) — 450 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/prh-investments-llc-dba-the-related-group-401k-plan)

© 2026 PlanProvider.Pro