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Original filing (PDF)20251010050745NAL0004361251001
PROTEX
Form 5500
FILING_RECEIVED
PROTEX 401(K) PLAN
401(k) retirement plan
Active participants
128
Accounts w/ balance
155
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROTEX.
Plan sponsor
Name
PROTEX
EIN
27-4016266
Address
1102 W SOUTHERN AVE · STE 4 · TEMPE, AZ · 85282
Phone
(602) 272-7891
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
Investments
29 direct securities · 1 pooled fund· $2.4M(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.
Uncategorized
$2.3M
28 holdings
Common Collective Trust
$33K
1 holding
Registered Investment Companies
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K | — | — | — | $546K | 22.9% | |
| Fidelity Freedom Index 2045 Premie | — | — | — | $332K | 14.0% | |
| Fidleity Freedom Index 2055 Premie | — | — | — | $208K | 8.7% | |
| iShares MSCI EAFE Intl Index ** 457 Vanguard Intermediate Term B0 ** 482 Fidelity Freedom Index 2040 Premie | — | — | — | $189K | 7.9% | |
| Fidelity Freedom Index 2035 Premie | — | — | — | $144K | 6.0% | |
| Fidelity Freedom Index 2050 Premie | — | — | — | $122K | 5.1% | |
| Vanguard Mid Cap Index - Adm | — | — | — | $122K | 5.1% | |
| Fidelity Freedom Index 2030 Premie | — | — | — | $95K | 4.0% | |
| JP Morgan Equity Income Fund R | — | — | — | $95K | 4.0% | |
| Fidelity Freedom Index 2025 Premie | — | — | — | $90K | 3.8% | |
| Fidelity Freedom Index 2065 Premie | — | — | — | $71K | 3.0% | |
| Fidelity Free Index 2015 Prem ** 232 Blackrock High Yield Bond K ** 659 DFA Commodity Strat Port Inst ** 102 Fidelity Freedom Index 2060 Premie | — | — | — | $67K | 2.8% | |
| Participant loans Interest rates range from 7.50% to 10.50% - | — | — | — | $64K | 2.7% | |
| T. Rowe Price Dividend Gr I | — | — | — | $45K | 1.9% | |
| GS Inflation Protected SEC R6 ** 862 AMF Growth Fund of America R6 | — | — | — | $33K | 1.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $33K | 1.4% | |
| PRI Real Estate Securities R6 | — | — | — | $32K | 1.3% | |
| Janus Henderson Triton Fund N | — | — | — | $18K | 0.7% | |
| Vanguard Sm Cap Val Index Adm | — | — | — | $16K | 0.7% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $16K | 0.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $15K | 0.6% | |
| Vanguard Emg Mkts Stk Idx Adm | — | — | — | $8K | 0.3% | |
| MFS Total Return - R6 | — | — | — | $6K | 0.2% | |
| T. Rowe Price Overseas Stock | — | — | — | $5K | 0.2% | |
| Fidelity Freedom Index Inc Premier | — | — | — | $3K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | 0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | 0.1% | |
| Yes No Amount a | — | — | — | $3K | 0.1% | |
| Fidelity Freedom Index 2020 Premie | — | — | — | $2K | <0.1% | |
| Blackrock Total Return K | — | — | — | $2K | <0.1% |
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