PROACCOUNT

Proaccount at a glance

Proaccount appears on 196 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.4B in assets for 113,524 participants. The median client plan holds $11.3M. Most client plans are sponsored in CA, OH and NY. The largest clients by plan assets are Methodist Hospital of Southern CA, Ohio State University Physicians, Inc. and Marietta Memorial Hospital. Plans reported $3.6M in direct and indirect compensation paid to Proaccount, a median of $9K per plan.

Participants

113,524

Median plan assets

$11.3M

Median plan participants

293

Median fees per plan

$9K

Schedule C direct + indirect

Frequently asked questions

Who uses Proaccount?

196 retirement plans list Proaccount as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Methodist Hospital of Southern CA, Ohio State University Physicians, Inc., Marietta Memorial Hospital, Hill & Smith Group Holdings, Inc. and Aesculapian Management Company, LLC. Most client plans are sponsored in CA, OH and NY.

How many plans does Proaccount serve?

Proaccount serves 196 retirement plans with $3.4B in plan assets and 113,524 participants, based on the latest Form 5500 filings through 2024.

What does Proaccount charge?

Plans reported $3.6M in total Schedule C compensation paid to Proaccount. The median plan paid $9K. Fees vary with plan size and the services each plan buys.