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Original filing (PDF)20251006111707NAL0003542449001
PROBITY, INC.
Form 5500
FILING_RECEIVED
PROBITY INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
143
Accounts w/ balance
192
Plan assets (EOY)
$50.5M
Net assets (EOY)
$50.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 54% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROBITY, INC..
Plan sponsor
Name
PROBITY, INC.
EIN
47-2933881
Address
754 ELDEN STREET, STE 201 · HERNDON, VA · 20170
Phone
(571) 730-0020
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LOMBARDO AYERS & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $125K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | OTHER SERVICES | $0 | — |
| AMERIPRISE FINANCIAL SERVICES INC | 51-6041053 | — | OTHER SERVICES | $0 | — |
| NEWPORT GROUP INC | 27-2037969 | — | OTHER SERVICES | $0 | — |
Investments
32 direct securities · 11 pooled funds· $50.5M(100% 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
$26.3M
11 holdings
Uncategorized
$17.3M
31 holdings
Mutual Funds
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.5M | 14.8% | |
| Fidelity 500 Index Fund | Mutual Funds | — | — | $7.0M | 13.8% | |
| PRIN LIFETIME HYBR 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.0M | 12.0% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $4.4M | 8.7% | |
| PRIN LIFETIME HYBR 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.5M | 6.9% | |
| PRIN LIFETIME HYBR 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 6.7% | |
| PRIN LIFETIME HYBR 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.8M | 5.6% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $1.4M | 2.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.4M | 2.7% | |
| Fidelity Advisor Worldwide Z Fund | — | — | — | $1.1M | 2.2% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $958K | 1.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $921K | 1.8% | |
| PRIN LIFETIME HYBR 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $799K | 1.6% | |
| T. Rowe Price Institutional Floating Rate Fund | — | — | — | $782K | 1.5% | |
| PRIN LIFETIME HYBR 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $704K | 1.4% | |
| PRIN LIFETIME HYBR 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $668K | 1.3% | |
| PRIN LIFETIME HYBR 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $647K | 1.3% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | — | $646K | 1.3% | |
| Fidelity Total Market Index Fund | — | — | — | $580K | 1.1% | |
| Vanguard International Value Inv Fund | — | — | — | $528K | 1.0% | |
| Allspring Global Investments Special Mid Cap Value R6 Fund | — | — | — | $448K | 0.9% | |
| Vanguard FTSE All-World Ex-Us Small Cap Index Admiral Fund | — | — | — | $410K | 0.8% | |
| Participant Loan maturity dates ranging from 2025 through 2031 | — | — | — | $389K | 0.8% | |
| Columbia Management Advisors Col Seligman Global Technology I3 Fund | — | — | — | $366K | 0.7% | |
| Franklin Gold and Precious Metals R6 Fund | — | — | — | $359K | 0.7% | |
| Vanguard Lifestrategy Conservative Growth Inv Fund | — | — | — | $349K | 0.7% | |
| Fidelity International Index Fund | — | — | — | $338K | 0.7% | |
| CBOE Vest Us Large Cap 10% Buffer Strategies Y Fund | — | — | — | $301K | 0.6% | |
| Vanguard Health Care Admiral Fund | — | — | — | $298K | 0.6% | |
| Fidelity Short-Term Bond Index Fund | — | — | — | $257K | 0.5% | |
| Vanguard Total World Stock Index Admiral Fund | — | — | — | $255K | 0.5% | |
| RIN LIFETIME HYBR 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $248K | 0.5% | |
| Vanguard High-Yield Corporate Adm Fund | — | — | — | $188K | 0.4% | |
| Vanguard Lifestrategy Moderate Growth Inv Fund | — | — | — | $176K | 0.3% | |
| Vanguard Energy Index Admiral Fund | — | — | — | $172K | 0.3% | |
| PIMCO Income Institutional Fund | — | — | — | $168K | 0.3% | |
| Blackrock Global Allocation K Fund | — | — | — | $36K | <0.1% | |
| Fidelity Inflation-Protection Bond Index Fund | — | — | — | $32K | <0.1% | |
| Fidelity International Bond Index Fund | — | — | — | $26K | <0.1% | |
| MFS Emerging Markets Debt R6 Fund | — | — | — | $23K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral Fund | — | — | — | $8K | <0.1% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT U PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $5K | <0.1% |
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