# Procede Software LP 401(k) Plan
Source: https://planprovider.pro/companies/procede-software-lp-401k-plan

> Procede Software LP's 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Procede Software LP

- **Sponsor EIN:** 542073787

- **Sponsor Address:** 240 S CEDROS AVE, SOLANA BEACH, CA, 92075

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

- **Total Participants:** 132

- **Total Assets:** $8.7M

## 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.|

| 2024|132|$8.7M|$123,717|$995,175|

| 2023|127|$7.2M|$92,658|$848,451|

| 2022|110|$5.6M|$84,771|$782,904|

## 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|$54,112|—|$54,112|

| NFP RETIREMENT INC.|INVESTMENT ADVISORY|—|$30,446|$30,446|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,558

- **Estimated Expense Ratio:** 0.971% 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|$54,113|—|$54,113|—|—|

| 2023|$24,407|—|$24,407|—|—|

| 2022|$21,105|—|$21,105|—|—|

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