How big is Proximity Capital Partners DBA Asutra's plan?

Proximity Capital Partners DBA Asutra's plan reported $28K in assets and 7 participants for 2024.

Original filing (PDF)20250716102353NAL0006594818001

Proximity Capital Partners DBA Asutra

Name: Proximity Capital Partners DBA Asutra — Proximity, Form 5500 (2024)
Creator: Proximity Capital Partners DBA Asutra
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proximity Capital Partners DBA Asutra 401(k) Plan

401(k) retirement plan · Proximity Capital Partners DBA Asutra's Proximity Capital Partners DBA Asutra 401(k) Plan held $28K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Stephanie Morimoto signed Proximity Capital Partners DBA Asutra's 2024 Form 5500 as plan administrator.

Stephanie Morimoto — 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

Proximity Capital Partners DBA Asutra's EIN is 36-4889272.

EIN 36-4889272

Plan number 001

Plan year 2024

ACK ID 20250716102353NAL0006594818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proximity Capital Partners DBA Asutra from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proximity Capital Partners DBA Asutra's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROXIMITY CAPITAL PARTNERS DBA ASUTRA.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score