Original filing (PDF)20250811095453NAL0009917952001

PROTENUS, INC.

Name: PROTENUS, INC. — PROTENUS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PROTENUS, INC.

Form 5500

FILING_RECEIVED

PROTENUS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

Accounts w/ balance

163

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Helping the score

Below-peer total fees (20 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROTENUS, INC..

Plan sponsor

Name

PROTENUS, INC.

EIN

38-3923513

Address

3030 GREENMOUNT AVE SUITE 300 · #914524 · BALTIMORE, MD · 21218

Phone

(410) 995-8811

Industry

Data Processing, Hosting· Information / Tech / Mediasee 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

2025-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

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

CITRIN COOPERMAN & COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$19K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

30 direct securities· $9.4M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom Index 2045 Fund Mutual Fund -	—	—	—	$1.5M	16.3%
Fidelity Freedom Index 2050 Fund Mutual Fund -	—	—	—	$1.5M	16.1%
Fidelity Freedom Index 2055 Fund Mutual Fund -	—	—	—	$1.2M	12.8%
Fidelity 500 Index Fund Mutual Fund -	—	—	—	$1.2M	12.3%
Fidelity Freedom Index 2060 Fund Mutual Fund -	—	—	—	$872K	9.2%
Fidelity Freedom Index 2040 Fund Mutual Fund -	—	—	—	$591K	6.3%
Fidelity Global Ex U.S. Index Fund Mutual Fund -	—	—	—	$394K	4.2%
Fidelity Total Market Index Fund Mutual Fund -	—	—	—	$390K	4.1%
Fidelity Freedom Index 2035 Fund Mutual Fund -	—	—	—	$242K	2.6%
Fidelity Mid Cap Index Fund Mutual Fund -	—	—	—	$223K	2.4%
Fidelity U.S. Bond Index Fund Mutual Fund -	—	—	—	$208K	2.2%
Fidelity Sustainability Bond Index Fund Mutual Fund -	—	—	—	$201K	2.1%
Fidelity Small Cap Index Fund Mutual Fund -	—	—	—	$184K	2.0%
Fidelity Freedom Index 2025 Fund Mutual Fund -	—	—	—	$165K	1.7%
Fidelity Large Cap Growth Index Fund Mutual Fund -	—	—	—	$123K	1.3%
Notes Receivable from Participants Interest Rates ranging from 9.00%- -	—	—	—	$62K	0.7%
Fidelity Large Cap Value Index Fund Mutual Fund -	—	—	—	$60K	0.6%
Fidelity Freedom Index 2030 Fund Mutual Fund -	—	—	—	$59K	0.6%
Fidelity Emerging Markets Index Fund Mutual Fund -	—	—	—	$56K	0.6%
Fidelity Real Estate Index Fund Mutual Fund -	—	—	—	$33K	0.3%
Fidelity Freedom Index 2065 Fund Mutual Fund -	—	—	—	$30K	0.3%
Fidelity Mid Cap Value Index Fund Mutual Fund -	—	—	—	$28K	0.3%
Fidelity Intl Sustainability Index Fund Mutual Fund -	—	—	—	$20K	0.2%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund -	—	—	—	$19K	0.2%
Fidelity Mid Cap Growth Index Fund Mutual Fund -	—	—	—	$18K	0.2%
Fidelity Government Money Market Fund Money Market Fund -	—	—	—	$13K	0.1%
Fidelity Small Cap Value Index Fund Mutual Fund -	—	—	—	$13K	0.1%
Fidelity Small Cap Growth Index Fund Mutual Fund -	—	—	—	$7K	<0.1%
Fidelity Freedom Index 2020 Fund Mutual Fund -	—	—	—	$7K	<0.1%
Fidelity Short-Term Bond Index Fund Mutual Fund -	—	—	—	$5K	<0.1%