Plan Snapshot
- Plan Sponsor: Protect Controls, INC.
- Sponsor EIN: 741740218
- Sponsor Address: 3212 OLD HIGHWAY 105 EAST, CONROE, TX, 77301
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.5M
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 | 0 | $1.5M | $63,255 | $182,969 |
| 2023 | 119 | $5.9M | $110,971 | $361,599 |
| 2022 | 116 | $5.5M | $96,558 | $307,597 |
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 |
|---|---|---|---|---|
| SCI, INC. | THIRD PARTY ADMIN | $66,058 | $2,692 | $68,750 |
| MILLER GROSSBARD ADVISORS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER GROSSBARD ADVISORS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,750
- Estimated Expense Ratio: 4.728% 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 | $52,237 | — | — | — | — |
| 2023 | $1,300 | — | — | — | — |
| 2022 | $25,555 | — | — | — | — |