How big is Pronvest Inc.'s plan?

Pronvest Inc.'s plan reported $2.5M in assets and 49 participants for 2024.

Original filing (PDF)20251009100958NAL0015218626001

Pronvest Inc.

Name: Pronvest Inc. — Pronvest Inc. 401(k) Plan, Form 5500 (2024)
Creator: Pronvest Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pronvest Inc. 401(k) Plan

401(k) retirement plan · Pronvest Inc.'s Pronvest Inc. 401(k) Plan held $2.5M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Kermit Blank signed Pronvest Inc.'s 2024 Form 5500 as plan administrator.

Kermit Blank — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pronvest Inc.'s EIN is 62-1823351.

EIN 62-1823351

Plan number 001

Plan year 2024

ACK ID 20251009100958NAL0015218626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pronvest Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pronvest Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PRONVEST INC.

EIN

all filings

Address

1110 MARKET ST · SUITE 402 · CHATTANOOGA, TN · 37402

Phone

(423) 305-7050

Industry

Finance & Insurance

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

2025-10-09

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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