# Process Insights, INC. 401(k) Plan
Source: https://planprovider.pro/companies/process-insights-inc-401k-plan

> Process Insights, INC.'s 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Process Insights, INC.

- **Sponsor EIN:** 822531633

- **Sponsor Address:** 84G HORSEBLOCK ROAD, YAPHANK, NY, 11980

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

- **Total Participants:** 206

- **Total Assets:** $17.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|206|$17.0M|$572,941|$2.0M|

| 2023|222|$15.9M|$525,449|$1.9M|

| 2022|200|$12.3M|$377,957|$1.3M|

## 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|

| QRGA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [QRGA, LLP](https://planprovider.pro/provider/qrga-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$1,281|—|—|—|—|

| 2023|$1,025|—|—|—|—|

| 2022|$919|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/process-insights-inc-401k-plan)

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