Plan Snapshot
- Plan Sponsor: Pro Energy Services Group LLC
- Sponsor EIN: 454597204
- Sponsor Address: 2493 MONTECITO ROAD, RAMONA, CA, 92065
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $4.4M
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 | 124 | $4.4M | $124,843 | $464,973 |
| 2023 | 112 | $3.7M | $172,015 | $519,016 |
| 2022 | 137 | $3.0M | $229,355 | $663,818 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $11,156 | — | $11,156 |
| VOYA FINANCIAL ADVISORS INC | INVESTMENT ADVISOR | $9,349 | — | $9,349 |
| DUFFY KRUSPODIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUFFY KRUSPODIN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,505
- Estimated Expense Ratio: 0.467% 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 | $21,339 | $10,183 | — | — | — |
| 2023 | $19,029 | $4,844 | — | — | — |
| 2022 | $34,094 | — | — | — | — |