How big is Proven Management LLC's plan?

Proven Management LLC's plan reported $677K in assets and 135 participants for 2024.

Original filing (PDF)20250620085220NAL0005463392001

Proven Management LLC

Name: Proven Management LLC — Proven Management LLC 401(k), Form 5500 (2024)
Creator: Proven Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proven Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Proven Management LLC's Proven Management LLC 401(k) Profit Sharing Plan & Trust held $677K in plan assets for 135 participants in 2024.

Signals · 1

No auditor on file

Active participants

135

Accounts w/ balance

Plan assets (EOY)

$677K

Net assets (EOY)

$677K

Plan identifiers

Proven Management LLC's EIN is 26-2838617.

EIN 26-2838617

Plan number 001

Plan year 2024

ACK ID 20250620085220NAL0005463392001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proven Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proven Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROVEN MANAGEMENT LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score