Plan Snapshot
- Plan Sponsor: Pro*Act, LLC
- Sponsor EIN: 770437487
- Sponsor Address: 40 RAGSDALE DR, MONTEREY, CA, 939405774
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 82 | $9.4M | $306,089 | $701,419 |
| 2023 | 81 | $8.9M | $292,340 | $682,709 |
| 2022 | 204 | $8.1M | $273,448 | $626,586 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $11,049 | — | $11,049 | — | — |
| 2023 | $10,237 | — | $10,237 | — | — |
| 2022 | $2,160 | $679 | — | — | — |