Plan Snapshot
- Plan Sponsor: Prs Holdings, INC.
- Sponsor EIN: 330353433
- Sponsor Address: 10240 SAN SEVAINE WAY, JURUPA VALLEY, CA, 91752
- Plan Type: 401(k)
- Total Participants: 586
- Total Assets: $22.3M
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 | 586 | $22.3M | $2.0M | $709,956 |
| 2023 | 336 | $20.0M | $2.0M | $616,763 |
| 2022 | 299 | $16.1M | $1.7M | $575,776 |
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 |
|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | RETAINED BY EMPLOYER | $67,111 | — | $67,111 |
| JOHN HANCOCK | RETAINED BY EMPLOYER | $37,919 | — | $37,919 |
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,030
- Estimated Expense Ratio: 0.472% 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 | $108,562 | $70,643 | $37,919 | — | — |
| 2023 | $88,374 | $57,742 | $30,632 | — | — |
| 2022 | $85,838 | $56,816 | $29,022 | — | — |