Plan Snapshot
- Plan Sponsor: Procurri, LLC
- Sponsor EIN: 461601019
- Sponsor Address: 5825 PEACHTREE CORNERS, E STE A, NORCROSS, GA, 30092
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 131 | $7.6M | $128,535 | $846,444 |
| 2023 | 132 | $6.8M | $123,548 | $767,335 |
| 2022 | 138 | $5.6M | $181,463 | $947,008 |
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 |
|---|---|---|---|---|
| NICHOLS, CAULEY & ASSOCIATES, LLC | Auditor | $28,300 | — | $28,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NICHOLS, CAULEY & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,300
- Estimated Expense Ratio: 0.374% 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 | $67,831 | $17,280 | — | $28,300 | — |
| 2023 | $30,283 | $14,643 | — | — | — |
| 2022 | $27,482 | $13,639 | — | — | — |