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Original filing (PDF)20250926052119NAL0010469344001
PROPARK, INC.
Form 5500
FILING_RECEIVED
PROPARK AMERICA, INC 401(K) PLAN
401(k) retirement plan
Active participants
5,338
Accounts w/ balance
681
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROPARK, INC..
Plan sponsor
Name
PROPARK, INC.
EIN
06-1278496
Address
1 UNION PL · HARTFORD, CT · 06103
Phone
(860) 856-4120
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOWNEY & COMPANY LLP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $33K | — |
Investments
29 direct securities· $13.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.8M | 13.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 13.6% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.4M | 10.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.2M | 9.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.1M | 8.5% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.0M | 7.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $953K | 7.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $468K | 3.5% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $468K | 3.5% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $428K | 3.2% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $346K | 2.6% | |
| ALLSPRING SMALL CO GROWTH R6 | Registered Investment Companies | — | — | $343K | 2.6% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $249K | 1.9% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $216K | 1.6% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $189K | 1.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $158K | 1.2% | |
| COHEN & STEERS GLOBAL REALTY Z | Registered Investment Companies | — | — | $123K | 0.9% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $122K | 0.9% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $74K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $74K | 0.6% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $72K | 0.5% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $63K | 0.5% | |
| FID US BOND IND | Registered Investment Companies | — | — | $58K | 0.4% | |
| LOOMIS SAYLES GLOBAL BOND - N | Registered Investment Companies | — | — | $57K | 0.4% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $47K | 0.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $39K | 0.3% | |
| HTFD SCH EMG MKTS EQUITY SDR | Registered Investment Companies | — | — | $37K | 0.3% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $12K | <0.1% |
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