How big is Protiviti Inc.'s plan?

Protiviti Inc.'s plan reported $814.1M in assets and 4,976 participants for 2024.

Original filing (PDF)20251014172151NAL0004645136001

Protiviti Inc.

Name: Protiviti Inc. — Protiviti Inc. 401(k) and Profit, Form 5500 (2024)
Creator: Protiviti Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Protiviti Inc. 401(k) and Profit Sharing Plan

401(k) retirement plan · Protiviti Inc.'s Protiviti Inc. 401(k) and Profit Sharing Plan held $814.1M in plan assets for 4,976 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

4,976

Accounts w/ balance

6,346

Plan assets (EOY)

$814.1M

Net assets (EOY)

$814.1M

People on this filing

Leslie RIFE signed Protiviti Inc.'s 2024 Form 5500 as plan administrator.

Leslie RIFE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Protiviti Inc.'s EIN is 04-3661951.

EIN 04-3661951

Plan number 001

Plan year 2024

ACK ID 20251014172151NAL0004645136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Protiviti Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Protiviti Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROTIVITI INC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

PROTIVITI INC

EIN

all filings

Address

3001 BISHOP DRIVE · SUITE 140 · SAN RAMON, CA · 94583

Phone

(925) 913-1000

Industry

Professional & Technical Services

Plan administrator

Name

ROBERT HALF BENEFIT PLAN COMMITTEE

EIN

04-3661951

City

SAN RAMON, CA

Phone

(925) 913-1000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$205K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$223K	—
NORTHWEST CAPITAL MANAGEMENT, INC.

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

29 direct securities· $799.4M(98% of reported assets)

Mutual Funds

$507.5M

19 holdings

Common Collective Trusts

$197.6M

4 holdings

Other securities

$94.3M

6 holdings

					% of plan
Fidelity Growth Company K6 Mutual fund	Mutual Funds	—	—	$143.0M	17.6%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$140.0M	17.2%
Fidelity Freedom Blend 2055 Fund Mutual fund	Mutual Funds	—	—	$44.1M	5.4%
Fidelity Freedom Blend 2060 Fund Mutual fund	Mutual Funds	—	—	$43.9M	5.4%
Fidelity Freedom Blend 2050 Fund Mutual fund	Mutual Funds	—	—	$42.4M	5.2%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$33.7M	4.1%
T. Rowe Price Dividend Growth Fund Mutual fund	Other securities	—	—	$30.6M	3.8%
Fidelity Freedom Blend 2040 Fund Mutual fund	Mutual Funds	—	—	$30.5M	3.7%
Fidelity Diversified International Fund K6 Mutual fund	Mutual Funds	—	—	$29.7M	3.6%
Fidelity Freedom Blend 2045 Fund Mutual fund	Mutual Funds	—	—	$28.2M	3.5%
Fidelity Total International Index Fund Mutual fund	Common Collective Trusts	—	—	$24.9M	3.1%
Allspring Special Mid Cap Value R6 Mutual fund	Other securities	—	—	$20.5M	2.5%
Fidelity Freedom Blend 2035 Fund Mutual fund	Mutual Funds	—	—	$19.2M	2.4%
Janus Enterprise Fund Mutual fund	Mutual Funds	—	—	$19.2M	2.4%
Fidelity Government Money Market Fund Money market mutual fund	Mutual Funds	—	—	$19.2M	2.4%
Baird Core Plus Bond Fund Mutual fund	Other securities	—	—	$18.2M	2.2%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$17.8M	2.2%
Columbia Dividend Income Fund Mutual fund	Other securities	—	—	$15.9M	1.9%
Fidelity Freedom Blend 2065 Fund Mutual fund	Mutual Funds	—	—	$15.1M	1.9%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$15.0M	1.8%
Fidelity Freedom Blend 2030 Fund Mutual fund	Mutual Funds	—	—	$14.8M	1.8%
Fidelity Balanced Fund Mutual fund	Mutual Funds	—	—	$14.5M	1.8%
Notes receivable from participants maturities through February 2048 -	Other securities	—	—	$5.6M	0.7%
Fidelity Freedom Blend 2025 Fund Mutual fund	Mutual Funds	—	—	$4.0M	0.5%
American Beacon Small Cap Value Fund Mutual fund	Other securities	—	—	$3.5M	0.4%
Fidelity Freedom Blend 2020 Fund Mutual fund	Mutual Funds	—	—	$3.1M	0.4%
Fidelity Freedom Blend 2010 Fund Mutual fund	Mutual Funds	—	—	$1.6M	0.2%
Fidelity Freedom Blend Income Fund Mutual fund	Mutual Funds	—	—	$991K	0.1%
Fidelity Freedom Blend 2015 Fund Mutual fund	Mutual Funds	—	—	$409K	<0.1%