Plan Snapshot
- Plan Sponsor: Probo Medical, LLC
- Sponsor EIN: 465605623
- Sponsor Address: 5735 BENJAMIN CENTER DRIVE, TAMPA, FL, 33634
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 646
- Total Assets: $35.8M
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. |
|---|---|---|---|---|
| 2025 | 646 | $35.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | Investment Advisor | $49,351 | — | $49,351 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $46,347 | — | $46,347 |
| MESIROW FINANCIAL INVESTMENT MANAGE | Investment Advisor | $12,704 | — | $12,704 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,402
- Estimated Expense Ratio: 0.303% 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 |
|---|---|---|---|---|---|
| 2025 | $6,418,906 | $62,055 | — | — | — |