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Original filing (PDF)20250722134219NAL0001387555001
PROLIFICS, INC.
Form 5500
FILING_RECEIVED
PROLIFICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
194
Plan assets (EOY)
$32.0M
Net assets (EOY)
$32.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROLIFICS, INC..
Plan sponsor
Name
PROLIFICS, INC.
EIN
11-2497724
Address
111 N. MAGNOLIA AVE · SUITE 1550 · ORLANDO, FL · 32801
Phone
(646) 825-4092
Industry
Manufacturingsee 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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
Investments
18 direct securities · 10 pooled funds· $32.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.9M
18 holdings
Common Collective Trust
$10.7M
8 holdings
Pooled Separate Account
$3.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $5.9M | 18.4% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $3.4M | 10.7% | |
| Self-Directed Brokerage Acct | — | — | — | $3.4M | 10.7% | |
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | — | $2.8M | 8.8% | |
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | — | $2.7M | 8.4% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.5% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | — | $1.7M | 5.2% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $1.5M | 4.8% | |
| Vanguard Info Tech Idx Adm Fd | — | — | — | $1.4M | 4.4% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | — | $1.1M | 3.3% | |
| Amer Funds Amer Bal R6 Fd | — | — | — | $935K | 2.9% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $755K | 2.4% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $708K | 2.2% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | — | $648K | 2.0% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $617K | 1.9% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $553K | 1.7% | |
| Vanguard I-T Treasury Adm Fd | — | — | — | $454K | 1.4% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $396K | 1.2% | |
| Macquarie Emerging Markets Ins | — | — | — | $277K | 0.9% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | — | $228K | 0.7% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | — | $203K | 0.6% | |
| Notes receivable from participants (4.25 - 9.50%) | — | — | — | $194K | 0.6% | |
| Vanguard Tgt Rmt 2055 Inv Fund | — | — | — | $158K | 0.5% | |
| Vanguard Tgt Rmt Inc Inv Fund | — | — | — | $139K | 0.4% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | — | $41K | 0.1% | |
| Vanguard Tgt Rmt 2065 Inv Fund | — | — | — | $33K | 0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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