Assets by plan
Share of aggregate retirement assets
- PRO2SERVE 401(K) (#001)$45.3M
Filings through .
Professional Project Services, Inc.
EIN 62-1661329professional training & coachingLatest filing 2025
Plans
3
Retirement
2
$60.0M assets
Health & Benefits
1
$592K premiums
Participants
1,291
9721 SHERRILL BLVD STE J - KNOXVILLE, TN 379323761865-220-4300professionalconceptservices.orgLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $60.0M assets / 1,020 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $592K premiums / 430 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$382K
- Life$292K
- Short-term disability$292K
- Long-term disability$292K
- Dental$191K
- Vision$19K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PRO2SERVE 401(K) PLAN
401(k)
Assets$45.3M
Participants429
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
PRO2SERVE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$14.7M
Participants591
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PROFESSIONAL PROJECT SERVICES DBA PRO2SERVE EMPLOYEE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$592K
Covered lives430
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PRO2SERVE 401(K) PLAN | 401(k) | $45.3M | 429 | 2025 |
| #003 | PRO2SERVE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $14.7M | 591 | 2025 |
- PRO2SERVE 401(K) PLAN$45.3M#001 · 401(k) · 2025429
- #003 · ESOP · 2025591
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PROFESSIONAL PROJECT SERVICES DBA PRO2SERVE EMPLOYEE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $592K | 430 | 2025 |
- #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025430
Retirement plans
Health & Benefits plans