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Original filing (PDF)20251013100049NAL0000451299001
PROTECT, LLC
Form 5500
FILING_RECEIVED
PROTECT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
530
Accounts w/ balance
332
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Vanguard Target Retirement 2045 Fund Mutual fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROTECT, LLC.
Plan sponsor
Name
PROTECT, LLC
EIN
47-0758334
Address
3815 SOUTH MIDCO STREET · WICHITA, KS · 672158942
Phone
(620) 794-5615
Industry
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
2025-10-13
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | 48-1233289 | — | INVESTMENT ADVISORY | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
Investments
27 direct securities · 2 pooled funds· $15.6M(99% 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
$15.5M
27 holdings
Common Collective Trust
$68K
1 holding
Pooled Separate Account
$30K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $4.3M | 27.5% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $2.6M | 16.6% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $2.3M | 14.8% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $1.4M | 9.0% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $1.0M | 6.6% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $937K | 6.0% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $724K | 4.6% | |
| Fidelity Blue Chip Growth K6 Mutual fund | — | — | — | $580K | 3.7% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $157K | 1.0% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $136K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $135K | 0.9% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $135K | 0.9% | |
| Principal Guaranteed Option Guaranteed investment contract | — | — | — | $124K | 0.8% | |
| Vanguard Target Retirement Income Investment Fund Mutual fund 759 Victory Sycamore Established Value Fund Class R-6 Mutual fund | — | — | — | $123K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $122K | 0.8% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $121K | 0.8% | |
| MFS Mid Cap Growth Fund Class R-6 Mutual fund | — | — | — | $95K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $93K | 0.6% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $68K | 0.4% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual fund | — | — | — | $60K | 0.4% | |
| JPMorgan Small Cap Growth Fund Class R-6 Mutual fund | — | — | — | $55K | 0.3% | |
| American Funds New World Fund Class R-6 Mutual fund | — | — | — | $46K | 0.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $30K | 0.2% | |
| (E) | — | — | $93K | $22K | 0.1% | |
| Participant loans, maturing through * Participants June 2028, interest rate of 4.25% | — | — | — | $22K | 0.1% | |
| American Century Small Cap Value Fund Class R-6 Mutual fund | — | — | — | $22K | 0.1% | |
| JPMorgan Government Bond R3 Mutual fund | — | — | — | $19K | 0.1% | |
| Metropolitan West Total Return Bond Fund Plan Class Mutual fund | — | — | — | $18K | 0.1% | |
| American Funds American Balanced Fund Class R-6 Mutual fund | — | — | — | $18K | 0.1% |
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