Plan Snapshot
- Plan Sponsor: Professional Performance Development Group, INC.
- Sponsor EIN: 742540870
- Sponsor Address: 4100 NW LOOP 410, SAN ANTONIO, TX, 78229
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $9.5M
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 | 221 | $9.5M | $571,899 | $708,274 |
| 2023 | 145 | $7.9M | $552,942 | $548,719 |
| 2022 | 171 | $6.7M | $426,246 | $372,606 |
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 |
|---|---|---|---|---|
| MICHAEL D BURNETT CPA | Auditor | — | — | $0 |
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 | $44,619 | $1,800 | $42,819 | — | — |
| 2023 | $50,970 | $1,429 | $49,541 | — | — |
| 2022 | $49,841 | $1,451 | $48,390 | — | — |