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Original filing (PDF)20251003125852NAL0002320016001
PROLIANT, INC.
Form 5500
FILING_RECEIVED
PROLIANT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
360
Accounts w/ balance
329
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROLIANT, INC..
Plan sponsor
Name
PROLIANT, INC.
EIN
20-4094105
Address
1100 ABERNATHY ROAD NE SUITE 1000 · ATLANTA, GA · 30328
Phone
(770) 395-6825
Industry
Professional & Technical Servicessee 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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLY SAMMONS TOOLE & ELLISON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
Investments
29 direct securities · 1 pooled fund· $20.7M(98% 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
$19.1M
29 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $3.9M | 18.6% | |
| Fidelity Global ex US Index | — | — | — | $2.3M | 10.9% | |
| Nuveen Lifecycle Index 2050 | — | — | — | $1.8M | 8.3% | |
| Nuveen Lifecycle Index 2055 | — | — | — | $1.6M | 7.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 7.2% | |
| Nuveen Lifecycle Index 2045 | — | — | — | $1.5M | 7.0% | |
| Fidelity US Bond Index | — | — | — | $1.4M | 6.5% | |
| Fidelity Mid Cap Index | — | — | — | $1.1M | 5.2% | |
| Nuveen Lifecycle Index 2040 | — | — | — | $938K | 4.5% | |
| Fidelity Advisor Growth Opps Z | — | — | — | $670K | 3.2% | |
| Fidelity Small Cap Index | — | — | — | $579K | 2.7% | |
| JPMorgan Equity Income R6 | — | — | — | $545K | 2.6% | |
| Nuveen Lifecycle Index 2060 | — | — | — | $464K | 2.2% | |
| Federated Hermes Total Return Bond R6 | — | — | — | $458K | 2.2% | |
| Nuveen Real Estate Sec Instl | — | — | — | $371K | 1.8% | |
| American Funds New World R6 | — | — | — | $292K | 1.4% | |
| Nuveen Lifecycle Index 2030 | — | — | — | $244K | 1.2% | |
| Nuveen Lifecycle Index 2035 | — | — | — | $190K | 0.9% | |
| PGIM High-Yield R6 | — | — | — | $155K | 0.7% | |
| Fidelity Advisor International Growth Z | — | — | — | $147K | 0.7% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $132K | 0.6% | |
| American Funds Smallcap World R6 | — | — | — | $123K | 0.6% | |
| Franklin Small Cap Value R6 | — | — | — | $107K | 0.5% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $99K | 0.5% | |
| AB Small Cap Growth Z | — | — | — | $50K | 0.2% | |
| American Century Short Term Govt R5 | — | — | — | $42K | 0.2% | |
| PIMCO Global Bond Opps Inst | — | — | — | $34K | 0.2% | |
| Empower Cash ** 5 Nuveen Lifecycle Index 2010 | — | — | — | $26K | 0.1% | |
| Nuveen Lifecycle Index 2065 | — | — | — | $8K | <0.1% | |
| Nuveen Lifecycle Index 2025 | — | — | — | $5K | <0.1% |
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