Plan Snapshot
- Plan Sponsor: Proliance Surgeons, INC., P.S.
- Sponsor EIN: 911606533
- Sponsor Address: 805 MADISON STREET, SUITE 901, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 1,982
- Total Assets: $516.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,982 | $516.8M | $12.7M | $10.2M |
| 2023 | 2,033 | $467.9M | $13.7M | $11.3M |
| 2022 | 2,317 | $449.4M | $14.6M | $11.4M |
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 |
|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | NONE | $186,115 | — | $186,115 |
| RBC WEALTH MANAGEMENT | NONE | $125,000 | — | $125,000 |
| CHARLES SCHWAB | NONE | $52,561 | — | $52,561 |
| MOSS ADAMS, LLP | NONE | $21,000 | — | $21,000 |
| BAKER TILLY US, LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES — NONE
- RBC WEALTH MANAGEMENT — NONE
- CHARLES SCHWAB — NONE
- MOSS ADAMS, LLP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $405,676
- Estimated Expense Ratio: 0.078% 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 | $493,341 | $125,000 | — | $21,000 | — |
| 2023 | $570,362 | $125,037 | — | $18,900 | — |
| 2022 | $469,972 | $253,188 | — | — | $216,784 |