How big is Protingent, Inc.'s plan?

Protingent, Inc.'s plan reported $14.6M in assets and 653 participants for 2024.

Original filing (PDF)20251014123016NAL0005832386001

Protingent, Inc.

Name: Protingent, Inc. — Protingent 401(k) Plan, Form 5500 (2024)
Creator: Protingent, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Protingent 401(k) Plan

401(k) retirement plan · Protingent, Inc.'s Protingent 401(k) Plan held $14.6M in plan assets for 653 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

653

Accounts w/ balance

402

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

People on this filing

Carol Darling signed Protingent, Inc.'s 2024 Form 5500 as plan administrator.

Carol Darling — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Protingent, Inc.'s EIN is 27-0030296.

EIN 27-0030296

Plan number 003

Plan year 2024

ACK ID 20251014123016NAL0005832386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Protingent, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Protingent, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

PROTINGENT, INC.

EIN

all filings

Address

11235 SE 6TH STREET · SUITE 220 · BELLEVUE, WA · 98004

Phone

(425) 284-7777

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Investments

36 direct securities· $12.3M(84% of reported assets)

Mutual Funds

$11.0M

26 holdings

Common Collective Trusts

$603K

3 holdings

Self-Directed Brokerage

$428K

1 holding

Other securities

$224K

5 holdings

Agency / Mortgage-Backed

$36K

1 holding

					% of plan
Fidelity Freedom 2045 Fund Mutual fund	Mutual Funds	—	—	$1.7M	11.8%
Fidelity Freedom 2055 Fund Mutual fund	Mutual Funds	—	—	$1.3M	9.2%
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$1.3M	9.1%
Fidelity Freedom 2040 Fund Mutual fund	Mutual Funds	—	—	$1.0M	7.1%
Fidelity Freedom 2035 Fund Mutual fund	Mutual Funds	—	—	$814K	5.6%
Fidelity Freedom 2025 Fund Mutual fund	Mutual Funds	—	—	$794K	5.4%
Fidelity Freedom 2050 Fund Mutual fund	Mutual Funds	—	—	$694K	4.7%
Fidelity Freedom 2030 Fund Mutual fund	Mutual Funds	—	—	$642K	4.4%
Fidelity Freedom 2060 Fund Mutual fund	Mutual Funds	—	—	$562K	3.8%
Fidelity Contrafund Fund Mutual fund	Mutual Funds	—	—	$503K	3.4%
BrokerageLink self-directed brokerage Common stocks, mutual funds, and	Self-Directed Brokerage	—	—	$428K	2.9%
Fidelity Freedom 2020 Fund Mutual fund	Mutual Funds	—	—	$326K	2.2%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$232K	1.6%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$220K	1.5%
Janus Henderson Enterprise Fund Mutual fund	Mutual Funds	—	—	$202K	1.4%
Fidelity Government Money Market Fund Mutual fund	Mutual Funds	—	—	$192K	1.3%
Fidelity Real Estate Investment Fund Mutual fund	Mutual Funds	—	—	$177K	1.2%
Vanguard Total Bond Market Index Fund Mutual fund	Common Collective Trusts	—	—	$151K	1.0%
Fidelity Freedom 2065 Fund Mutual fund	Mutual Funds	—	—	$90K	0.6%
Parnassus Core Equity Fund Mutual fund	Other securities	—	—	$81K	0.6%
Fidelity Balanced Fund Mutual fund	Mutual Funds	—	—	$80K	0.6%
DFA US Targeted Value Portfolio Fund Mutual fund	Mutual Funds	—	—	$79K	0.5%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$78K	0.5%
Invesco High Yield Fund Mutual fund	Mutual Funds	—	—	$66K	0.5%
accounts other * Notes receivable from participants Mature through 2029, with	Other securities	—	—	$66K	0.5%
Fidelity Low-Priced Stock Fund Mutual fund	Mutual Funds	—	—	$64K	0.4%
Fidelity Strategic Dividend & Income Fund Mutual fund	Mutual Funds	—	—	$59K	0.4%
Fidelity Value Discovery Fund Mutual fund	Mutual Funds	—	—	$48K	0.3%
Fidelity Overseas Fund Mutual fund	Mutual Funds	—	—	$42K	0.3%
Fidelity Limited Term Bond Fund Mutual fund	Mutual Funds	—	—	$39K	0.3%
Fidelity GNMA Fund Mutual fund	Agency / Mortgage-Backed	—	—	$36K	0.2%
Lazard Global Listed Infrastructure Fund Mutual fund	Other securities	—	—	$30K	0.2%
Invesco Diversified Dividend Fund Mutual fund	Mutual Funds	—	—	$30K	0.2%
TCW Metropolitan West Total Return Bond Fund Mutual fund	Other securities	—	—	$29K	0.2%
Virtus SGA Emerging Markets Equity Class I Fund Mutual fund	Other securities	—	—	$17K	0.1%
Fidelity Freedom Income Fund Mutual fund	Mutual Funds	—	—	$5K	<0.1%