Department of Labor filing

PROVENIR GROUP HOLDINGS, LLC

PROVENIR GROUP HOLDINGS, LLC · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

52filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,980

Reported employer contributions per active participant.

Higher than about 67% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$332 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 15% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202452out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions67th percentileTypical peer $2,537 · based on 113 comparable plans

Lower reported administrative expense15th percentileTypical peer $137 · based on 128 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PROVENIR GROUP HOLDINGS, LLC reported $314,436 in employer contributions across the plan and 79 active participants. That works out to $3,980 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy64%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 50.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 17.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context52/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $314,436
Participant contributions: $1,120,922
Other contributions: $109,547
Employer share of reported contributions: 21.9%
Beginning assets: $10,948,172
Ending assets: $12,629,900
Ending net assets: $12,629,900
Ending liabilities: $0
Total income: $3,189,926
Total expenses: $1,508,198
Administrative expenses: $47,810
Participant loans: $52,018

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,644

2023

$3,784

2024

$3,980

Plan-paid administrative expenses per participant

2022

$283

2023

$279

2024

$332

Active participants

2022

110

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,980	79	12.6M	20251015063845NAL0003926225001
2023	$3,784	91	10.9M	20241015091327NAL0047151248001
2022	$2,644	110	8.7M	20231117090440NAL0005144691001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 300806184-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Sep 1, 1997
Industry: Information
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
AMERICAN FUNDS DISTRIBUTORS, INC.	2024	Not reported	unknown
BLACKROCK INVESTMENTS, INC.	2024	Not reported	unknown
FEDERATED SECURITIES CORP.	2024	Not reported	unknown
INVESCO	2024	Not reported	unknown
J.P. MORGAN INVESTMENT MANAGEMENT	2024	Not reported	unknown
LEGG MASON INVESTOR SERVICES, LLC	2024	Not reported	unknown
LORD ABBETT DISTRIBUTOR, LLC	2024	Not reported	unknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251015063845NAL0003926225001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗