# Process Distribution Group 401(k) Plan
Source: https://planprovider.pro/companies/process-distribution-group-plan-006

> Process Distribution Group's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [J.M. Equipment Company, INC.](https://planprovider.pro/companies/j-m-equipment-company-inc-401k-plan) — 152 participants

- [Hydraulic Controls, INC.](https://planprovider.pro/companies/hydraulic-controls-inc-401k-plan) — 145 participants

- [Hydraulic Controls, INC.](https://planprovider.pro/companies/hydraulic-controls-inc-plan-003) — 137 participants

- [Starship Technologies INC](https://planprovider.pro/companies/starship-technologies-inc-401k-plan) — 169 participants

- [Green Rubber-Kennedy Ag, LP](https://planprovider.pro/companies/green-rubber-kennedy-ag-lp-401k-plan) — 130 participants

- [Haaker Equipment Company](https://planprovider.pro/companies/haaker-equipment-company-401k-plan) — 174 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/process-distribution-group-plan-006)

© 2026 PlanProvider.Pro