# Probity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/probity-inc-plan-002

> Probity, INC.'s 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Probity, INC.

- **Sponsor EIN:** 472933881

- **Sponsor Address:** 754 ELDEN STREET, STE 201, HERNDON, VA, 20170

- **Plan Type:** 401(k)

- **Total Participants:** 143

- **Total Assets:** $50.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|143|$50.5M|$2.7M|$2.1M|

| 2023|144|$42.7M|$2.4M|$1.9M|

| 2022|136|$33.6M|$2.2M|$1.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$124,577|—|$124,577|

| AMERIPRISE FINANCIAL SERVICES INC|OTHER SERVICES|—|$55,479|$55,479|

| AMERIPRISE FINANCIAL SERVICES INC|OTHER SERVICES|—|$33,029|$33,029|

| NEWPORT GROUP INC|OTHER SERVICES|—|$22,654|$22,654|

| LOMBARDO AYERS & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — OTHER SERVICES

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — OTHER SERVICES

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $235,739

- **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|$124,577|—|$124,577|—|—|

| 2023|$11,950|—|$11,950|—|—|

| 2022|$2,928|—|$2,928|—|—|

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