Pros, Inc. 401(k) Plan
Sponsored by Pros, Inc. · EIN 455498401 · Plan #001
- Total assets
- $219M
- Net assets
- $219M
- Active participants
- 732
- With balances
- 1,080
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (plan) | $67,500 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $56,643 |
| Robertson & Robertson Pllc | Accounting | $14,000 |
| Lockton Dunning Series Of Lockton | Consulting (general) | $11,700 |