# Pro-Dex INC. 401(k) Plan
Source: https://planprovider.pro/companies/pro-dex-inc-401k-plan

> Pro-Dex INC.'s 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wright-ford-young-and-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|—|—|—|—|

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