# Probo Medical, LLC 401(k) Plan
Source: https://planprovider.pro/companies/probo-medical-llc-465605623-003

> Probo Medical, LLC's 401(k) plan: 646 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|

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