# Procentrix, LLC DC Plan
Source: https://planprovider.pro/companies/procentrix-llc-plan-001

> Procentrix, LLC's DC plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Procentrix, LLC

- **Sponsor EIN:** 204737043

- **Sponsor Address:** 2551 DULLES VIEW DRIVE, STE. 600, HERNDON, VA, 20171

- **Plan Type:** DC

- **Total Participants:** 373

- **Total Assets:** $40.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|373|$40.7M|$1.7M|$4.3M|

| 2023|354|$32.0M|$1.5M|$3.7M|

| 2022|299|$22.7M|$1.2M|$2.8M|

## 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|$170,966|—|$170,966|

| MORGAN STANLEY GLOBAL|INVESTMENT ADVISORY|—|$63,407|$63,407|

| CST GROUP|ACCOUNTANT|—|$13,500|$13,500|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $247,873

- **Estimated Expense Ratio:** 0.609% 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|$170,966|—|$170,966|—|—|

| 2023|$100,962|—|$100,962|—|—|

| 2022|$69,721|—|$69,721|—|—|

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