Plan Snapshot
- Plan Sponsor: Prolifics, INC.
- Sponsor EIN: 112497724
- Sponsor Address: 111 N ORANGE AVE STE 800, ORLANDO, FL, 328012381
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 189
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 189 | $31.6M | $0 | $0 |
| 2024 | 110 | $32.0M | $13,306 | $1.0M |
| 2023 | 132 | $29.3M | $91,036 | $1.2M |
| 2022 | 139 | $26.0M | $138,520 | $1.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $45,636 | — | $45,636 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,636
- Estimated Expense Ratio: 0.144% 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 | $6,447,916 | — | $45,696 | — | — |
| 2024 | $44,272 | — | $44,272 | — | — |
| 2023 | $60,581 | — | $60,581 | — | — |
| 2022 | $74,392 | — | $74,392 | — | — |