Plan Snapshot
- Plan Sponsor: Process Distribution Group
- Sponsor EIN: 711043927
- Sponsor Address: 5225 HELLYER AVE, SAN JOSE, CA, 95138
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $1.5M
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 | 152 | $1.5M | $344,161 | $1.2M |
| 2023 | 160 | $20.9M | $22,679 | $1.2M |
| 2022 | 169 | $15.7M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC. | INVESTMENT ADVISOR | $54,927 | — | $54,927 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $14,229 | — | $14,229 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,156
- Estimated Expense Ratio: 4.681% 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 | $73,859 | $54,927 | — | — | — |
| 2023 | $55,635 | $42,360 | $11,784 | — | — |
| 2022 | $54,849 | $40,763 | $12,969 | — | — |