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Sponsor portfolio

PROFESSIONAL PROJECT SERVICES DBA PRO2SERVE

EIN 62-1661329-professional training & coaching-Latest filing 2025
Plans
3
Retirement
2
$49.5M assets
Welfare
1
$592K premiums
Participants
1,273
9721 SHERRILL BOULEVARD, SUITE J - KNOXVILLE, TN 37932888-243-4150professionalconceptservices.orgLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
3 filings
#001401k-$39.4M - 426 part#003ESOP-$10.1M - 576 part#501Mixed-$592K - 430 lives

Retirement portfolio analytics

2 plans aggregated / $49.5M assets / 1,002 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PRO2SERVE 401(K) (#001)80%
  • EMPLOYEE STOCK OWNERSHIP (#003)20%
Total $49.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)576
  • PRO2SERVE 401(K) (#001)426
Total 1,002Click row to drill in

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
Total $592K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA49%
  • BLUE CROSS OF CALIFORNIA32%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $592K4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • ALLIANT INSURANCE SERVICES, INC.81%
  • ANDREW RADER19%
  • IMG0%
Total $83K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRO2SERVE 401(K) PLAN

401k

Assets$39.4M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PRO2SERVE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.1M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROFESSIONAL PROJECT SERVICES DBA PRO2SERVE EMPLOYEE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$592K
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRO2SERVE 401(K) PLAN401k$39.4M4262024
003PRO2SERVE EMPLOYEE STOCK OWNERSHIP PLANESOP$10.1M5762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROFESSIONAL PROJECT SERVICES DBA PRO2SERVE EMPLOYEE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$592K4302025
Retirement plans
Welfare plans
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