Plan Snapshot
- Plan Sponsor: Proteus, INC.
- Sponsor EIN: 942184330
- Sponsor Address: 1830 NORTH DINUBA BOULEVARD, VISALIA, CA, 93291
- Plan Type: 403(b)
- Total Participants: 169
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 169 | $9.4M | $153,649 | $373,199 |
| 2023 | 186 | $8.6M | $175,130 | $372,768 |
| 2022 | 221 | $8.1M | $177,751 | $378,417 |
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 |
|---|---|---|---|---|
| LNCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $53,002 | — | $53,002 |
| USI ADVISORS, INC. | ADVISORY | $25,188 | — | $25,188 |
| BROWN ARMSTRONG ACCOUNTANCY CORP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LNCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,190
- Estimated Expense Ratio: 0.836% 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 | $78,190 | $25,188 | $53,002 | — | — |
| 2023 | $76,692 | $25,000 | $51,692 | — | — |
| 2022 | $83,808 | $28,375 | $55,433 | — | — |