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Original filing (PDF)20251008095657NAL0005665233001
PROCURRI, LLC
Form 5500
FILING_RECEIVED
PROCURRI LLC 401K PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
131
Accounts w/ balance
141
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 89 bps in Schedule C fees — 72% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROCURRI, LLC.
Plan sponsor
Name
PROCURRI, LLC
EIN
46-1601019
Address
5825 PEACHTREE CORNERS, E STE A · NORCROSS, GA · 30092
Phone
(770) 817-9049
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NICHOLS, CAULEY & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING | 33-0785439 | — | INVESTMENT ADVISORY | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NICHOLS, CAULEY & ASSOCIAES, LLC | 58-2475857 | — | AUDIT | $28K | — |
Investments
32 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| interest, collateral, par, or maturity value * Fidelity 500 Index Mutual Fund | — | — | — | $1.3M | 16.9% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $880K | 11.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $759K | 10.0% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $714K | 9.4% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $590K | 7.8% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $381K | 5.0% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $307K | 4.1% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $262K | 3.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $249K | 3.3% | |
| Transamerica Life Ins. Co. Transamerica Stbl Val Core Op | — | — | — | $206K | 2.7% | |
| Personal Choice Other | — | — | — | $205K | 2.7% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $198K | 2.6% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $189K | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $181K | 2.4% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $167K | 2.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $134K | 1.8% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | — | — | — | $131K | 1.7% | |
| ClearBridge Small Cap Growth IS Mutual Fund | — | — | — | $98K | 1.3% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $92K | 1.2% | |
| MFS Growth R6 Mutual Fund | — | — | — | $88K | 1.2% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $80K | 1.1% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $76K | 1.0% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $73K | 1.0% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $70K | 0.9% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $52K | 0.7% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $50K | 0.7% | |
| American Funds New World R6 Mutual Fund | — | — | — | $40K | 0.5% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $11K | 0.1% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $7K | <0.1% | |
| Participant Total that Constitute Nonexempt Prohibited Transactions Contributions Transactions Fully Corrected Outside of VCP Transferred Late 2023-$4,217 | — | — | $4K | $4K | <0.1% | |
| Vanguard Target Retirement 2070 Inv Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retrmnt 2070 Inv | — | — | — | $2K | <0.1% |
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