Plan Snapshot
- Plan Sponsor: Protenus, INC.
- Sponsor EIN: 383923513
- Sponsor Address: 3030 GREENMOUNT AVE SUITE 300, BALTIMORE, MD, 21218
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $9.4M
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 | 97 | $9.4M | $526,568 | $1.2M |
| 2023 | 92 | $7.3M | $881,460 | $1.1M |
| 2022 | 135 | $5.2M | $365,102 | $1.1M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,368 | $2,087 | $300 | — | — |
| 2023 | $15,031 | $408 | — | — | — |
| 2022 | $22,519 | $20,783 | — | — | — |