# Pt-1 Intermediate Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/protransport-1-llc-401k-plan

> Pt-1 Intermediate Holdings, LLC's 401(k) plan: 971 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pt-1 Intermediate Holdings, LLC

- **Sponsor EIN:** 680461114

- **Sponsor Address:** PO BOX 7260, COTATI, CA, 949317260

- **Plan Type:** 401(k)

- **Total Participants:** 971

- **Total Assets:** $13.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|971|$13.2M|$343,957|$1.0M|

| 2023|831|$12.3M|$527,475|$1.2M|

| 2022|983|$11.6M|$346,394|$1.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$49,846|—|$49,846|

| KOSMATKA DONNELLY & CO., LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,846

- **Estimated Expense Ratio:** 0.378% 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|$49,846|—|$49,846|—|—|

| 2023|$51,601|—|$51,601|—|—|

| 2022|$48,525|—|$48,525|—|—|

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