Plan Snapshot
- Plan Sponsor: Protiviti INC
- Sponsor EIN: 043661951
- Sponsor Address: 3001 BISHOP DRIVE, SAN RAMON, CA, 94583
- Plan Type: 401(k)
- Total Participants: 4,976
- Total Assets: $814.1M
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 | 4,976 | $814.1M | $14.7M | $62.0M |
| 2023 | 4,866 | $655.3M | $14.5M | $59.5M |
| 2022 | 4,911 | $497.0M | $15.6M | $50.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $223,189 | — | $223,189 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $204,653 | — | $204,653 |
| ARMANINO LLP | ACCOUNTANT/AUDITOR | $25,148 | — | $25,148 |
| NORTHWEST CAPITAL MANAGEMENT, INC. | INVESTMENT ADVISOR | $14,925 | — | $14,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ARMANINO LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $467,915
- Estimated Expense Ratio: 0.057% 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 | $479,338 | $223,189 | $1,200 | $50,296 | — |
| 2023 | $298,864 | $224,886 | $1,800 | $23,940 | — |
| 2022 | $247,081 | $202,129 | — | — | — |