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Original filing (PDF)20250909154057NAL0012958707001
PROTECH SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
PROTECH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
154
Accounts w/ balance
151
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROTECH SOLUTIONS, INC..
Plan sponsor
Name
PROTECH SOLUTIONS, INC.
EIN
73-1465867
Address
303 W CAPITOL AVE SUITE 330 · LITTLE ROCK, AR · 722013517
Phone
(501) 687-2305
Industry
Custom Computer Programming· 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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN | 13-4110995 | — | INVESTMENT ADVISOR | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOGAN TAYLOR LLP | 73-1413977 | — | ACCOUNTANT/AUDITOR | $19K | — |
Investments
35 direct securities · 1 pooled fund· $21.9M(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.
Uncategorized
$21.4M
35 holdings
Common Collective Trust
$511K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $4.8M | 21.9% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $2.2M | 10.1% | |
| Self-directed brokerage accounts Various units | — | — | — | $2.2M | 10.0% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $2.2M | 9.9% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $1.7M | 7.5% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $1.6M | 7.2% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $1.3M | 5.9% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $1.2M | 5.5% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $1.1M | 5.0% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $1.0M | 4.6% | |
| various maturities - | — | — | — | $526K | 2.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $511K | 2.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $286K | 1.3% | |
| American Century Small Cap Growth Fund | — | — | — | $189K | 0.9% | |
| MFS Massachusetts Investors Trust | — | — | — | $168K | 0.8% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $144K | 0.7% | |
| Fidelity Government Money Market Fund | — | — | — | $105K | 0.5% | |
| Fidelity Freedom Index Income Fund | — | — | — | $97K | 0.4% | |
| JPMorgan Core Plus Bond Fund | — | — | — | $93K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $88K | 0.4% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $82K | 0.4% | |
| MFS Core Equity Fund | — | — | — | $69K | 0.3% | |
| Janus Enterprise Fund | — | — | — | $68K | 0.3% | |
| JPMorgan U.S. Small Company Fund | — | — | — | $68K | 0.3% | |
| Fidelity International Index Fund | — | — | — | $61K | 0.3% | |
| American Funds Inflation Linked Bond Fund | — | — | — | $48K | 0.2% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $19K | <0.1% | |
| MFS Mid Cap Value Fund | — | — | — | $17K | <0.1% | |
| American Beacon Large Cap Value Fund | — | — | — | $16K | <0.1% | |
| Fidelity International Growth Fund | — | — | — | $11K | <0.1% | |
| Fidelity Emerging Markets Fund | — | — | — | $9K | <0.1% | |
| American Beacon Small Cap Value Fund | — | — | — | $5K | <0.1% | |
| Columbia Emerging Markets Fund | — | — | — | $5K | <0.1% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $3K | <0.1% | |
| Clear Bridge Mid Cap Fund | — | — | — | $2K | <0.1% | |
| T. Rowe Price Overseas Stock Fund | — | — | — | $2K | <0.1% |
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