Plan Ledger DOL Form 5500 · updated monthly

Pros, Inc.401(k)

PROS, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Pros, Inc. reported $149,843 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $5,038 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 367th-largest of 5,688 plans among Texas employers on file, and the 739th of 11,654 in professional & technical services. In 2024, employees put in $2.81 for every $1.00 the employer contributed; active participation has shrunk from 836 to 732 since 2022.

Plan summary
Net assets, end of year$218,579,213
Participants with balances1,080
Active participants732
Employer contributions$3,687,606
Employee contributions$10,369,762
Employer contribution per active participant$5,038
Average account balance$202,388
Benefits paid to participants$16,424,795
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$218.6M · 1,080 accts · $3.7M emplr
2023$185.7M · 1,119 accts · $2.4M emplr
2022$148.3M · 1,138 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,643
Investment management$67,500
Audit (IQPA)$14,000
Total administrative$149,843
The Pros, Inc. 401(k) match · 2024
Employer contribution per active participant$5,038
Median for plans this size$3,635
2024$5,038 per active participant
2023$3,145 per active participant
2022$4,833 per active participant

Pros, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CREATIVE PLANNING, LLC · Investment advisory (plan)$67,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$56,643
ROBERTSON & ROBERTSON PLLC · Accounting / audit$14,000
LOCKTON-DUNNING SERIES OF LOCKTON · Consulting$11,700

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$149,843 · 0.07%
2023$126,300 · 0.08%
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · Texas
Susman Godfrey L.L.P. TX$229.8M · 0.04%
Trend Micro, Incorporated TX$222.8M · 0.09%
Q2 Holdings, Inc. TX$219.2M · 0.13%
Pathway Vet Alliance LLC TX$207.3M · 0.25%
Sailpoint Technologies, Inc. TX$195.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455498401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.