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Original filing (PDF)20251008143809NAL0003364883001
PROTRANS INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
PROTRANS INTERNATIONAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
685
Accounts w/ balance
873
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 83% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROTRANS INTERNATIONAL, LLC.
Plan sponsor
Name
PROTRANS INTERNATIONAL, LLC
EIN
35-1907022
Address
8311 NORTH PERIMETER ROAD · INDIANAPOLIS, IN · 46241
Phone
(317) 340-4100
Industry
Transportation & Warehousingsee 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
2025-10-08
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)
Audit & trust (Schedule H)
Auditor
BGBC PARTNERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | — | CARMEL, IN | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $9K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL CORP | 93-1253576 | — | NONE | $69K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $132 | — |
Investments
26 direct securities · 2 pooled funds· $23.9M(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
$23.7M
26 holdings
Common Collective Trust
$175K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 a | — | — | — | $4.9M | 20.5% | |
| Nuveen Lifecycle Index 2040 R6 a | — | — | — | $3.5M | 14.5% | |
| Nuveen Lifecycle Index 2045 R6 a | — | — | — | $2.7M | 11.1% | |
| Nuveen Lifecycle Index 2030 R6 a | — | — | — | $2.5M | 10.4% | |
| Nuveen Lifecycle Index 2055 R6 a | — | — | — | $2.4M | 9.9% | |
| Nuveen Lifecycle Index 2050 R6 a | — | — | — | $2.2M | 9.1% | |
| Nuveen Lifecycle Index 2025 R6 a | — | — | — | $1.1M | 4.6% | |
| Nuveen Lifecycle Index 2060 R6 a | — | — | — | $823K | 3.4% | |
| Fidelity Investments Fidelity 500 Index a | — | — | — | $684K | 2.9% | |
| maturing through December 2034 | — | — | — | $650K | 2.7% | |
| Fidelity Investments Fidelity Total Bond K6 a | — | — | — | $390K | 1.6% | |
| Fidelity Investments Fidelity Us Bond Index a | — | — | — | $384K | 1.6% | |
| Nuveen Lifecycle Index 2020 R6 a | — | — | — | $323K | 1.4% | |
| Nuveen Lifecycle Index 2015 R6 a | — | — | — | $196K | 0.8% | |
| Fidelity Investments Fidelity International Index a | — | — | — | $175K | 0.7% | |
| Insurance contract, at contract value Standard Insurance Company Standard Stable Asset II a | — | — | — | $173K | 0.7% | |
| Nuveen Lifecycle Index 2065 R6 a | — | — | — | $157K | 0.7% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $130K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index a | — | — | — | $128K | 0.5% | |
| Fidelity Investments Fidelity Intl Cptl Apprec K6 a | — | — | — | $105K | 0.4% | |
| Invesco Discovery R6 a | — | — | — | $103K | 0.4% | |
| T. Rowe Price Group, Inc. T. Rowe Price Diversified Mid Cap Gr I a | — | — | — | $75K | 0.3% | |
| Fidelity Investments Fidelity Mid Cap Index a | — | — | — | $71K | 0.3% | |
| Dimensional Fund Advisors DFA Us Targeted Value I a | — | — | — | $53K | 0.2% | |
| Manning & Napier Manning & Napier High Yield Bond Z a | — | — | — | $45K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $45K | 0.2% | |
| MFS Investment Management MFS Mid Cap Value R6 a | — | — | — | $23K | <0.1% | |
| Hartford Mutual Funds Hartford International Value R6 a | — | — | — | $16K | <0.1% |
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