# Pros, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pros-inc-401k-plan-001-8401

> Pros, INC.'s 401(k) plan: 732 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pros, INC.

- **Sponsor EIN:** 455498401

- **Sponsor Address:** 3200 KIRBY DRIVE SUITE #600, HOUSTON, TX, 77098

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

- **Total Participants:** 732

- **Total Assets:** $218.6M

## 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|732|$218.6M|$3.7M|$10.4M|

| 2023|772|$185.7M|$2.4M|$10.2M|

| 2022|836|$148.3M|$4.0M|$10.4M|

## 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|

| CREATIVE PLANNING, LLC|INVESTMENT ADVISOR|$67,500|—|$67,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$56,643|—|$56,643|

| ROBERTSON & ROBERTSON PLLC|ACCOUNTANT/AUDITOR|$14,000|—|$14,000|

| LOCKTON-DUNNING SERIES OF LOCKTON|CONSULTANT|$11,700|—|$11,700|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ROBERTSON & ROBERTSON PLLC](https://planprovider.pro/provider/robertson-and-robertson-pllc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,843

- **Estimated Expense Ratio:** 0.069% 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|$149,843|$67,500|$300|$14,000|—|

| 2023|$126,300|$60,000|—|$11,500|—|

| 2022|-$38,724|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pros-inc-401k-plan-001-8401)

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