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Original filing (PDF)20251015171907NAL0002695155001
PROVEN PARTNERS MANUFACTURING
Form 5500
FILING_RECEIVED
PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
~111 bps in Sched C fees
Active participants
47
Accounts w/ balance
119
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
26 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 111 bps in Schedule C fees — 114% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVEN PARTNERS MANUFACTURING.
Plan sponsor
Name
PROVEN PARTNERS MANUFACTURING
EIN
20-2145505
Address
1111 BOWES ROAD · ELGIN, IL · 60123
Phone
(847) 488-1230
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISOR | $8K | — |
Investments
6 direct securities · 26 pooled funds· $3.3M(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.
Pooled Separate Account
$2.5M
26 holdings
Uncategorized
$761K
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $377K | 14.1% | |
| Transamerica Financial Life Ins Co TA Vanguard Ttl Stock Mkt Idx Acct | — | — | — | $343K | 12.8% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $343K | 12.8% | |
| AMERICAN 2040 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 296 | Pooled Separate Account | — | — | $189K | 7.1% | |
| Transamerica Financial Life Ins Co American Fds Washington Mtl Invs | — | — | — | $176K | 6.6% | |
| AMERICAN FDS WASHINGTON MTL INVS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $176K | 6.6% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $158K | 5.9% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $152K | 5.7% | |
| LOOMIS SAYLES INV GRADE BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $152K | 5.7% | |
| AMERICAN 2030 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 294 | Pooled Separate Account | — | — | $144K | 5.4% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $131K | 4.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $102K | 3.8% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $91K | 3.4% | |
| MAINSTAY HIGH YIELD CORP BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 347 | Pooled Separate Account | — | — | $73K | 2.7% | |
| PGIM JENNISON SMALL COMPANY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 476 | Pooled Separate Account | — | — | $66K | 2.5% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $65K | 2.4% | |
| BLACKROCK MID-CAP GR EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $59K | 2.2% | |
| Transamerica Financial Life Insurance Company BlackRock Mid-Cap Growth Equity Ret Acct | — | — | — | $59K | 2.2% | |
| ALLSPRING SPECIAL MD CP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 745 | Pooled Separate Account | — | — | $57K | 2.1% | |
| AMERICAN 2045 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 297 | Pooled Separate Account | — | — | $55K | 2.1% | |
| STATE STREET RUSSELL SM CP IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $55K | 2.0% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $46K | 1.7% | |
| Transamerica Financial Life Ins Co TA Vanguard REIT Index Ret Acct | — | — | — | $46K | 1.7% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $46K | 1.7% | |
| AMERICAN 2035 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 295 | Pooled Separate Account | — | — | $44K | 1.6% | |
| AMERICAN 2050 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 298 | Pooled Separate Account | — | — | $36K | 1.3% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Adv Account | — | — | — | $35K | 1.3% | |
| AMERICAN 2055 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 299 | Pooled Separate Account | — | — | $13K | 0.5% | |
| AMERICAN 2025 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 293 | Pooled Separate Account | — | — | $5K | 0.2% | |
| AMERICAN 2020 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 292 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN 2060 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 300 | Pooled Separate Account | — | — | $853 | <0.1% | |
| MORGAN STANLEY GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 305 | Pooled Separate Account | — | — | $0 | <0.1% |
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