# Proloan Bond Fund, LLC 401(k) Plan
Source: https://planprovider.pro/companies/proloan-bond-fund-llc-263436991-001

> Proloan Bond Fund, LLC's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Proloan Bond Fund, LLC

- **Sponsor EIN:** 263436991

- **Sponsor Address:** 1509A BELLEVILLE STREET, RICHMOND, VA, 23230

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $1.6B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$1.6B|$0|$0|

| 2024|0|$1.3B|$0|$0|

| 2023|0|$1.2B|$0|$0|

| 2022|0|$790.1M|$0|$0|

## 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|

| RICHMOND CAPITAL MANAGEMENT, INC.|Other Service Provider|$4,240,657|—|$4,240,657|

| U.S. BANK GLOBAL FUND SERVICES|Other Service Provider|$479,963|—|$479,963|

| U.S BANK NATIONAL ASSOCIATION|Custodian / Trustee|$71,840|—|$71,840|

| UHY, LLP|Auditor|$47,750|—|$47,750|

| REED SMITH LLP|ERISA Attorney|$14,739|—|$14,739|

| MARTELL & ASSOCIATES|ERISA Attorney|$14,130|—|$14,130|

| UHY ADVISORS MIDWEST, INC.|Other Service Provider|$12,770|—|$12,770|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,881,849

- **Estimated Expense Ratio:** 0.302% 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|$5,192,560|$4,240,657|$458,261|$47,750|—|

| 2024|$4,615,653|$3,616,519|$620,906|$44,550|—|

| 2023|$3,528,949|$2,737,408|$414,180|$41,362|—|

| 2022|$2,641,267|$2,136,664|$327,165|—|$177,438|

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