# Primoris Services Corporation 401(k) Plan
Source: https://planprovider.pro/companies/primoris-services-corporation-401k-plan

> Primoris Services Corporation's 401(k) plan: 12,250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Primoris Services Corporation

- **Sponsor EIN:** 843707404

- **Sponsor Address:** 2300 N. FIELD STREET, SUITE 1900, DALLAS, TX, 75201

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

- **Total Participants:** 12,250

- **Total Assets:** $401.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|12,250|$401.5M|$19.1M|$36.8M|

| 2023|11,457|$355.1M|$17.0M|$32.2M|

| 2022|11,074|$250.8M|$13.3M|$24.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,338|—|$42,338|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,338

- **Estimated Expense Ratio:** 0.011% 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|$328,956|$1,038|—|—|—|

| 2023|$357,664|$352|—|—|—|

| 2022|$297,862|—|—|—|$29,526|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/primoris-services-corporation-401k-plan)

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