Plan Snapshot
- Plan Sponsor: Profund Advisors LLC
- Sponsor EIN: 522035194
- Sponsor Address: 7272 WISCONSIN AVENUE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $65.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 156 | $65.3M | $756,338 | $2.5M |
| 2023 | 148 | $52.4M | $703,013 | $2.5M |
| 2022 | 147 | $40.0M | $651,380 | $2.2M |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — 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 | $117,526 | $67,402 | — | — | — |
| 2023 | $24,337 | $22,712 | — | — | — |
| 2022 | -$7,225 | — | — | — | — |