Plan Snapshot
- Plan Sponsor: Pro-Tech Design & Manufacturing, INC.
- Sponsor EIN: 954016903
- Sponsor Address: 14561 MARQUARDT AVENUE, SANTA FE SPRINGS, CA, 906705137
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $16.6M
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 | 180 | $16.6M | $807,266 | $655,837 |
| 2023 | 187 | $11.6M | $789,803 | $636,903 |
| 2022 | 182 | $9.1M | $631,121 | $453,489 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $50,899 | $3,239 | $47,660 | — | — |
| 2023 | $26,694 | $26,694 | — | — | — |
| 2022 | $27,107 | $27,107 | — | — | — |