Protiviti Inc. 401k And Profit Sharing Plan — Form 5500 plan (Protiviti Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Protiviti Inc. 401k And Profit Sharing Plan is a benefit plan reported by Protiviti Inc under EIN 04-3661951 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,415 participants and $655,299,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Protiviti Inc
- EIN
- 04-3661951
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 6,415
- End-of-year plan assets
- $655,299,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,415 | H, C | 20241010110524NAL0033873584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $655,299,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $655,299,635
- Net assets (BOY)
- $496,997,734
Income & contributions
- Employer contributions
- $14,493,553
- Participant contributions
- $59,500,458
- Total contributions
- $80,671,272
- Total income / additions
- $192,163,450
Expenses & distributions
- Benefits paid
- $33,439,667
- Administrative expenses
- $298,864
- Total expenses
- $33,808,207
- Net increase / (decrease)
- $158,355,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $224,886 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $39,168 | $0 | 2023 |
| Armanino Llp | ACCOUNTANT/AUDITOR | $23,940 | not reported in the loaded dataset | 2023 |
| Northwest Capital Management, Inc. | INVESTMENT ADVISOR | $10,870 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Protiviti Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Northwest Capital Management, Inc. — Schedule C compensation