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Original filing (PDF)20251107123052NAL0000311091001
PRO-TEC FIRE SERVICES, INC.
Form 5500
FILING_RECEIVED
PRO-TEC FIRE SERVICES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
245
Accounts w/ balance
196
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
13 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)
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
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRO-TEC FIRE SERVICES, INC..
Plan sponsor
Name
PRO-TEC FIRE SERVICES, INC.
EIN
39-1260881
Address
3433 WEST COLLEGE AVENUE · APPLETON, WI · 54914
Phone
(920) 593-1728
Industry
All Other Professional Services· 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
2025-11-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACKERLAND BROKERAGE | — | GREEN BAY, WI | ADVISOR | $0 | — |
Investments
15 direct securities · 13 pooled funds· $6.8M(96% 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.
Common Collective Trust
$3.8M
13 holdings
Registered Investment Companies
$3.0M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY ADVISOR EQUITY GR A | Registered Investment Companies | — | — | $1.1M | 15.3% | |
| STATE ST TARG RET 2045 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355 | Common Collective Trust | — | — | $604K | 8.5% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $532K | 7.5% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $510K | 7.2% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $505K | 7.1% | |
| STATE ST TARG RET 2035 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353 | Common Collective Trust | — | — | $363K | 5.1% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $327K | 4.6% | |
| STATE ST TARG RET 2060 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 453 | Common Collective Trust | — | — | $293K | 4.1% | |
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $223K | 3.2% | |
| T ROWE PRICE US TREA MONEY | Registered Investment Companies | — | — | $202K | 2.9% | |
| STATE ST TARG RET 2025 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351 | Common Collective Trust | — | — | $195K | 2.8% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $191K | 2.7% | |
| MFS INTL GROWTH FUND - R3 | Registered Investment Companies | — | — | $186K | 2.6% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $173K | 2.5% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $173K | 2.4% | |
| FEDERATED MDT SMALL CAP CORE A | Registered Investment Companies | — | — | $168K | 2.4% | |
| CARILLON EAGLE MID CAP GR - A | Registered Investment Companies | — | — | $150K | 2.1% | |
| AC STRAT ALLOC CONS FUND - A 743 REGISTERED INVESTMENT COMPANY BNY MELLON DYNAMIC VALUE A | Registered Investment Companies | — | — | $139K | 2.0% | |
| AMERICAN FUNDS SMCAP WLRD -R3 | Registered Investment Companies | — | — | $130K | 1.8% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $125K | 1.8% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $113K | 1.6% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $106K | 1.5% | |
| PGIM SHORT-TERM CORP BOND - A | Registered Investment Companies | — | — | $91K | 1.3% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $73K | 1.0% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $58K | 0.8% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $53K | 0.7% | |
| GS MID CAP VALUE FUND - A | Registered Investment Companies | — | — | $50K | 0.7% | |
| STATE ST TARG RET SEC LEND IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $4K | <0.1% |
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