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Original filing (PDF)20231017062642NAL0053062608001
PROOS MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
PROOS EMPLOYEES 401(K) PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
74
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROOS MANUFACTURING, INC..
Plan sponsor
Name
PROOS MANUFACTURING, INC.
EIN
38-3383020
Address
2555 OAK INDUSTRIAL DR. SUITE E · GRAND RAPIDS, MI · 49505
Phone
(616) 454-5622
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $838 | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | — | RIA/INVESTMENT ADVISOR | $7K | — |
| WILSHIRE ASSOCIATES INC (USA) | 95-2755361 | — | RIA | $282 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | — | CONTACT ADMIN | $278 | — |
Investments
5 pooled funds· $1.7M(94% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL I AST WILMINGTON TRUST · EIN 81-4430771 / PN 000 | Common Collective Trust | $550K | 30.9% |
| INDEXSELECT MODERATE 2035 FUND CL I AST WILMINGTON TRUST · EIN 81-4484368 / PN 000 | Common Collective Trust | $470K | 26.4% |
| INDEXSELECT MODERATE 2045 FUND CL I AST WILMINGTON TRUST · EIN 81-4515825 / PN 000 | Common Collective Trust | $346K | 19.5% |
| INDEXSELECT MODERATE 2025 FUND CL I AST WILMINGTON TRUST · EIN 81-4509619 / PN 000 | Common Collective Trust | $174K | 9.8% |
| INDEXSELECT MODERATE RETIRE FUND CL AST WILMINGTON TRUST · EIN 81-4532033 / PN 000 | Common Collective Trust | $139K | 7.8% |
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