Plan Snapshot
- Plan Sponsor: Pronto Management, LLC
- Sponsor EIN: 833849724
- Sponsor Address: P O BOX 59924, DALLAS, TX, 75229
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 41,246
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 41,246 | $8.2M | $130,246 | $619,367 |
| 2023 | 42,035 | $7.5M | $145,479 | $642,949 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $2,605 | $29,888 | $32,493 |
| D A DAVIDSON AND CO | Investment Advisor | $20,585 | — | $20,585 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D A DAVIDSON AND CO — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,078
- Estimated Expense Ratio: 0.650% 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 | $23,190 | $20,585 | $2,605 | — | — |
| 2023 | $29,221 | $18,050 | $11,171 | — | — |