Plan Snapshot
- Plan Sponsor: Pro-Dex INC.
- Sponsor EIN: 841261240
- Sponsor Address: 2361 MCGAW AVENUE, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $10.0M
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 | 153 | $10.0M | $200,528 | $1.0M |
| 2023 | 145 | $8.3M | $217,257 | $1.0M |
| 2022 | 130 | $6.2M | $80,687 | $782,731 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $22,226 | — | $22,226 |
| SHUSTER ADVISORY GROUP, LLC | SERVICE PROVIDER | — | $16,000 | $16,000 |
| WRIGHT FORD YOUNG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,226
- Estimated Expense Ratio: 0.381% 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 | $22,226 | — | $21,676 | — | — |
| 2023 | $18,141 | — | $17,641 | — | — |
| 2022 | $36,965 | — | — | — | — |