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Original filing (PDF)20251016090323NAL0003115779001
PROMILES SOFTWARE DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
PROMILES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
149
Accounts w/ balance
140
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
51 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROMILES SOFTWARE DEVELOPMENT CORPORATION.
Plan sponsor
Name
PROMILES SOFTWARE DEVELOPMENT CORPORATION
EIN
76-0570405
Address
1900 TEXAS AVENUE · BRIDGE CITY, TX · 77611
Phone
(406) 697-2587
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANDERS, MINKLER, HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
39 direct securities· $5.1M(99% of reported assets)
Uncategorized
$5.0M
38 holdings
Mutual Funds
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm | — | — | — | $496K | 9.7% | |
| Vanguard Total Stock Mrkt Idx Adm Registered Investment Company | — | — | — | $467K | 9.2% | |
| T Rowe Target 2030 Registered Investment Company | — | — | — | $368K | 7.2% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $360K | 7.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $331K | 6.5% | |
| Vanguard Balanced Index Adm Fund | — | — | — | $320K | 6.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $308K | 6.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $308K | 6.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $257K | 5.0% | |
| T Rowe Price Retirement Fund 2040 | — | — | — | $235K | 4.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $172K | 3.4% | |
| Rydex Monthly RBL Nasdaq Fund | — | — | — | $151K | 3.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $130K | 2.6% | |
| Money Market Fund Vanguard Federal Money Market Fund | — | — | — | $130K | 2.5% | |
| Vanguard FTSE All World ex- US Idx Adm 854 Vanguard FTSE Social Index Adm | — | — | — | $128K | 2.5% | |
| Vanguard Dividend Apprec Idx Admiral Registered Investment Company | — | — | — | $113K | 2.2% | |
| Vanguard US Growth Admiral Fund | — | — | — | $94K | 1.8% | |
| Vanguard Tax Managed Small Cap Fund | — | — | — | $92K | 1.8% | |
| Vanguard Developed Markets Index Fund | — | — | — | $72K | 1.4% | |
| Vanguard Strategic Equity Inv Fund | — | — | — | $63K | 1.2% | |
| T Rowe Price Comm & Tech Investment Fund | — | — | — | $60K | 1.2% | |
| Vanguard Tax Managed Balanced Fund | — | — | — | $55K | 1.1% | |
| Vanguard Large Cap Index Adm Fund | — | — | — | $48K | 0.9% | |
| Vanguard Interm-Term Bd Idx Adm Registered Investment Company | — | — | — | $42K | 0.8% | |
| Vanguard Lifestrategy Growth Index Fund | — | — | — | $41K | 0.8% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $39K | 0.8% | |
| T Rowe Price Blue Chip Growth Fund | — | — | — | $27K | 0.5% | |
| Vanguard European Stock Index Adm | — | — | — | $25K | 0.5% | |
| Vanguard High Dividend Yield Inv Fund | — | — | — | $23K | 0.5% | |
| Vanguard Global Minimum Volatility | — | — | — | $21K | 0.4% | |
| Vanguard Emerging Markets Stk Adm | — | — | — | $14K | 0.3% | |
| Virtus KAR Mid Cap Growth Fund A | — | — | — | $13K | 0.3% | |
| Vanguard Tax Managed Capital Appreciation Fund | — | — | — | $12K | 0.2% | |
| Applied Finance Explorer Investor Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Real Estate Index Adm Fund | — | — | — | $8K | 0.2% | |
| Morgan Stanley Inst Growth Fund I | — | — | — | $7K | 0.1% | |
| Fidelity Select Medical Delivery Registered Investment Company | — | — | — | $7K | 0.1% | |
| Vanguard Long Term Treasury Index Fund | — | — | — | $4K | <0.1% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $2K | <0.1% |
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