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Original filing (PDF)20251006114731NAL0003354113001
PRO*ACT, LLC
Form 5500
FILING_RECEIVED
PRO*ACT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
86
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRO*ACT, LLC.
Plan sponsor
Name
PRO*ACT, LLC
EIN
77-0437487
Address
40 RAGSDALE DR · STE 200 · MONTEREY, CA · 939405774
Phone
(831) 658-1992
Industry
Wholesale Tradesee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Investments
28 direct securities· $9.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option | — | — | — | $1.4M | 14.3% | |
| Participant-Directed Brokerage Account | — | — | — | $1.1M | 12.2% | |
| Vanguard Total Bond Market Index Admiral Fund | — | — | — | $773K | 8.2% | |
| BlackRock Lifepath Index 2040 K Fund | — | — | — | $721K | 7.7% | |
| Neuberger Berman Large Cap Value R6 Fund | — | — | — | $626K | 6.6% | |
| Fidelity 500 Index Fund | — | — | — | $487K | 5.2% | |
| BlackRock Lifepath Index 2030 K Fund | — | — | — | $483K | 5.1% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $478K | 5.1% | |
| Fidelity International Index Fund | — | — | — | $375K | 4.0% | |
| Fidelity Management & Research Advisor Equity Growth Fund - Class Z | — | — | — | $364K | 3.9% | |
| American Funds American High-Income Trust R6 Fund | — | — | — | $352K | 3.7% | |
| PGIM Jennison International Opportunities R6 Fund | — | — | — | $278K | 3.0% | |
| BlackRock Inflation Protection Bond Fund K | — | — | — | $277K | 2.9% | |
| Charles Schwab Investment Mgmt Schwab Fundamental US Small Company Index Fund | — | — | — | $276K | 2.9% | |
| DFA Emerging Markets Institutional Fund | — | — | — | $227K | 2.4% | |
| DFA US Targeted Value I Fund | — | — | — | $188K | 2.0% | |
| Carillon Eagle Mid Cap Growth R6 Fund | — | — | — | $184K | 2.0% | |
| Notes Receivable from Participants | — | — | — | $183K | 1.9% | |
| Fidelity Advisor Value Z Fund | — | — | — | $182K | 1.9% | |
| PGIM Jennison Small Company R6 Fund | — | — | — | $149K | 1.6% | |
| Fidelity Management & Research Advisor Technology Fund - Class Z | — | — | — | $84K | 0.9% | |
| BlackRock Lifepath Index 2050 K Fund | — | — | — | $65K | 0.7% | |
| BlackRock Lifepath Index 2045 K Fund | — | — | — | $64K | 0.7% | |
| BlackRock Lifepath Index 2055 K Fund | — | — | — | $56K | 0.6% | |
| DFA Real Estate Securities I Fund | — | — | — | $43K | 0.5% | |
| BlackRock Lifepath Index 2065 K Fund | — | — | — | $8K | <0.1% | |
| BlackRock Lifepath Index 2060 K Fund | — | — | — | $5K | <0.1% | |
| BlackRock Lifepath Index 2035 K Fund | — | — | — | $3K | <0.1% |
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