Plan Snapshot
- Plan Sponsor: Profisee Group, INC.
- Sponsor EIN: 260823346
- Sponsor Address: 3655 BROOKSIDE PARKWAY, ALPHARETTA, GA, 30022
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 170
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 170 | $16.9M | $0 | $0 |
| 2024 | 142 | $13.6M | $540,740 | $1.3M |
| 2023 | 118 | $10.3M | $444,091 | $1.1M |
| 2022 | 98 | $8.0M | $346,429 | $899,688 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC. | Investment Advisor | $36,270 | — | $36,270 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,270
- Estimated Expense Ratio: 0.215% 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 |
|---|---|---|---|---|---|
| 2025 | $1,253,501 | $36,270 | $2,729 | — | — |
| 2024 | $340,257 | — | — | — | — |
| 2023 | $846,076 | — | — | — | — |
| 2022 | $853,321 | — | — | — | — |