# Protiviti INC 401(k) Plan
Source: https://planprovider.pro/companies/protiviti-inc-401k-plan

> Protiviti INC's 401(k) plan: 4,976 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|

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

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