# Prometheus Real Estate Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/prometheus-real-estate-group-inc-401k-plan

> Prometheus Real Estate Group, INC.'s 401(k) plan: 504 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SENSIBA LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/prometheus-real-estate-group-inc-401k-plan)

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