# Profisee Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/profisee-group-inc-260823346-001

> Profisee Group, INC.'s 401(k) plan: 170 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

## Similar Plans

- [Ot Technology, INC.](https://planprovider.pro/companies/ot-technology-inc-401k-plan) — 989 participants

- [Calendly, LLC](https://planprovider.pro/companies/calendly-llc-401k-plan) — 756 participants

- [Stord Warehousing, LLC](https://planprovider.pro/companies/stord-warehousing-llc-plan) — 376 participants

- [Fullstory, INC.](https://planprovider.pro/companies/fullstory-inc-401k-plan) — 320 participants

- [Finquery, LLC](https://planprovider.pro/companies/leasequery-llc-401k-plan) — 307 participants

- [Roadie, INC.](https://planprovider.pro/companies/roadie-inc-401k-plan) — 279 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/profisee-group-inc-260823346-001)

© 2026 PlanProvider.Pro