Plan Snapshot
- Plan Sponsor: Prometheus Real Estate Group, INC.
- Sponsor EIN: 943164729
- Sponsor Address: 1 NORTH B STREET, SUITE 4000, SAN MATEO, CA, 94401
- Plan Type: 401(k)
- Total Participants: 504
- Total Assets: $69.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 504 | $69.1M | $1.0M | $4.5M |
| 2023 | 505 | $58.2M | $1.4M | $4.2M |
| 2022 | 482 | $47.5M | $1.3M | $3.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $65,474 | — | $65,474 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,924 | — | $12,924 |
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,398
- Estimated Expense Ratio: 0.113% 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 | $78,398 | $12,924 | — | — | — |
| 2023 | $77,146 | $11,045 | — | — | — |
| 2022 | $78,298 | $10,225 | — | — | — |