Plan Snapshot
- Plan Sponsor: Pro Services, INC
- Sponsor EIN: 383637535
- Sponsor Address: 8132 MERCHANT PLACE,, PORTAGE, MI, 49002
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 164 | $4.1M | $273,995 | $567,246 |
| 2023 | 173 | $3.8M | $212,139 | $508,231 |
| 2022 | 192 | $3.0M | $218,646 | $525,475 |
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 |
|---|---|---|---|---|
| BRINK KEY CHLUDZINSKI P.C. | Auditor | — | — | $0 |
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 | $15,187 | $9,407 | — | — | — |
| 2023 | $9,801 | $7,855 | — | — | — |
| 2022 | $27,218 | — | — | — | — |