Back to filter
Original filing (PDF)20250411135140NAL0026230833001
PROACT, INC.
Form 5500
FILING_RECEIVED
PROACT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
167
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROACT, INC..
Plan sponsor
Name
PROACT, INC.
EIN
23-7239408
Address
3195 NEIL ARMSTRONG BOULEVARD · EAGAN, MN · 55121
Phone
(651) 289-3156
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARPENTER EVERT & ASSOCIATES, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | BROKER DEALER | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION | 41-0955056 | MAPLE GROVE, MN | TPA | — | — |
Investments
1 pooled fund· $9.2M(90% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VARIABLE ANNUITY CONTRACT D VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $9.2M | 90.1% |
Related plans
Other plans using MORNINGSTAR
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
Similar-size Health Care & Social Assistance plans
PALMETTO GOODWILL
PALMETTO GOODWILL 401(K) PLAN
$10.2M · 1,153 participants
SOUTH TEXAS LIGHTHOUSE FOR THE BLIND
SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 403(B) PLAN
$10.1M · 204 participants
WORK SERVICES CORPORATION
WORK SERVICES CORPORATION 401(K) PROFIT SHARING PLAN
$10.1M · 453 participants
MERS/MISSOURI GOODWILL INDUSTRIES
MERS/MISSOURI GOODWILL 403B PLAN
$10.0M · 1,924 participants
THE CHICAGO LIGHTHOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED
THE CHICAGO LIGHTHOUSE MODIFIED DEFINED CONTRIBUTION PLAN
$10.3M · 719 participants
STAR INC., LIGHTING THE WAY
STAR INC., LIGHTING THE WAY 401(K) PLAN
$10.4M · 247 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B