Plan Snapshot
- Plan Sponsor: Pro Directional
- Sponsor EIN: 331173262
- Sponsor Address: 850 CONROE PARK WEST DR., CONROE, TX, 77303
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $17.9M
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 | 336 | $17.9M | $481,247 | $1.7M |
| 2023 | 368 | $15.5M | $629,309 | $1.9M |
| 2022 | 364 | $11.3M | $252,340 | $1.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $96,386 | $57,123 | $39,263 | — | — |
| 2023 | $67,655 | $37,939 | $29,716 | — | — |
| 2022 | $57,580 | $32,726 | $24,854 | — | — |