Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Proaccount
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 201 retirement plans with 100 or more participants reported paying Proaccount $5,000 or more. Those plans cover 127,487 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $4.0M. Per plan, the median was $24.27 per participant, with the middle half of plans between $6.55 and $66.48. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (24), Ohio (18) and Texas (16).
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $6.55 | $24.27 | $66.48 |
| Compensation as a share of plan net assets | 0.03% | 0.09% | 0.20% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Trion Solutions, Inc. 401(k) Profit Sharing Plan | Trion Solutions, Inc. | MI | 8,551 | $107M | $197K |
| Costa Farms, LLC 401(k) Plan | Costa Farms, LLC | FL | 4,459 | $41.2M | $30K |
| Link Homecare, LLC Retirement Plan and Trust | Link Homecare, LLC | NY | 4,013 | $2.2M | $4 |
| Retirement Plus of Memorial Health System Hospitals | Marietta Memorial Hospital | OH | 4,008 | $111M | $31K |
| H Mart 401(k) Plan | H Mart Inc. | NJ | 3,928 | $22.7M | $29K |
| Ohio State University Physicians, Inc. Interim Retirement Plan | Ohio State University Physicians, Inc. | OH | 3,759 | $183M | $8,152 |
| Trinity Solar, LLC 401(k) Plan | Trinity Solar, LLC | NJ | 3,297 | $60.0M | $20K |
| Technical Services Retirement Plan | Computer and Engineering Services, Inc. | MI | 3,283 | $29.2M | $84K |
| Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan | Goodwill Industries of Southern California, Inc. | CA | 3,275 | $17.8M | $3,535 |
| Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan | Ohio State University Physicians, Inc. | OH | 2,975 | $58.7M | $8,152 |
| Kidspeace Tax Deferred Annuity Plan | Kidspeace Corporation | PA | 2,889 | $22.4M | $12K |
| US Healthvest Group 401(k) Plan | 2014 Health, LLC | IL | 2,462 | $21.6M | $44K |
| Hill & Smith Group Holdings, Inc. 401(k) Plan | Hill & Smith Group Holdings, Inc. | OH | 2,010 | $72.3M | $133K |
| Ambitions 401 K Plan | Ambitions, Inc. | NV | 1,679 | $25.0M | $21K |
| California Farm Bureau Member Employer Retirement Plan (MEP) | California Farm Bureau Federation | CA | 1,664 | $33.8M | $16K |
| Methodist Hospital of Southern California Retirement Savings Plan | Methodist Hospital of Southern Ca | CA | 1,583 | $202M | $125K |
| Tiff's Treats GP, LLC 401(k) Plan | Tiff's Treats GP, LLC | TX | 1,514 | $8.4M | $2,383 |
| C. Ross Management 401(k) and Profit Sharing Plan | C. Ross Management, LLC | GA | 1,512 | $2.7M | $2,400 |
| Jim Shorkey Family Auto Group 401(k) Plan | Shorkey Group Management, LLC | PA | 1,417 | $12.7M | $11K |
| Rite of Passage, Inc. 401(k) Plan | Rite of Passage, Inc. | NV | 1,415 | $34.3M | $25K |
| Goodwill Industries of Middle Ga 401(k) P/s Plan | Goodwill Industries of Middle Georgia | GA | 1,320 | $7.5M | $7,021 |
| Homecentris Healthcare, LLC 401(k) Profit Sharing Plan and Trust | Homecentris Healthcare, LLC | MD | 1,299 | $3.2M | $758 |
| Anderson Center for Autism Retirement Plan | Anderson Center for Autism | NY | 1,253 | $58.9M | $8,217 |
| Time Manufacturing Company 401(k) Plan | Time Manufacturing Company | TX | 1,137 | $33.2M | $69K |
| Geo. Byers Sons, 401(k) Plan | Geo. Byers Sons Holding, Inc. | OH | 1,103 | $50.4M | $76K |
| Eyesight Holding Co., LLC 401(k) Plan | Eyesight Holding Co., LLC | TX | 1,064 | $12.4M | $4,999 |
| Superior Inc. & Affiliates 401(k) Plan | Superior, Inc. | AR | 1,008 | $30.9M | $42K |
| Daisy Brand Retirement Plan | Daisy Brand, LLC | TX | 1,001 | $155M | $228K |
| Paul Miller & Its Affiliates 401(k) Plan | Paul Miller, Inc. | NJ | 962 | $44.4M | $32K |
| Equitas Health 401(k) Plan and Profit Sharing Plan | Equitas Health | OH | 947 | $17.9M | $31K |
| Aesculapian Management Company, LLC 401(k) Plan | Aesculapian Management Company, LLC | FL | 945 | $69.0M | $23K |
| Rottinghaus Company 401(k) Savings Plan | Rottinghaus Company, Inc. | WI | 873 | $23.7M | $3,173 |
| Austrian Motors Corp. 401(k) Profit-Sharing Plan | Austrian Motors Corp. | MD | 857 | $64.1M | $121K |
| Sic LLC 401(k) Plan | Seven Isles Capital LLC | FL | 826 | $6.9M | $7,489 |
| Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS Holdings) | Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS | NJ | 819 | $57.1M | $15K |
| Sterling Automotive Group 401(k) Plan | Sterling Automotive Group | LA | 817 | $9.1M | $11K |
| 4FRONT Engineered Solutions 401(k) Plan | 4FRONT Engineered Solutions, Inc. | TX | 809 | $42.5M | $174K |
| Portacool, LLC 401(k) Plan | Portacool, LLC | TX | 783 | $8.2M | $6,722 |
| Epic Aircraft LLC 401(k) Plan | Epic Aircraft LLC | OR | 761 | $8.9M | $38K |
| Frick's Meat Products, Inc. 401(k) Plan | Frick's Meat Products, Inc. DBA Frick's Quality Meats, Inc. | MO | 715 | $13.8M | $35K |
Questions and answers
How many plans does Proaccount serve?
201 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Proaccount?
The median plan reported $24.27 per participant in direct and indirect compensation (200 plans reporting an amount), or 0.09% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (participants) (164 plans), Investment management (20 plans), Recordkeeping and information management (10 plans) and Investment advisory (plan) (7 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.