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Original filing (PDF)20251015161243NAL0006723584001
PROPLOGIX, LLC
Form 5500
FILING_RECEIVED
PROPLOGIX, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~106 bps in Sched C fees
Active participants
160
Accounts w/ balance
186
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
11 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 106 bps in Schedule C fees — 103% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROPLOGIX, LLC.
Plan sponsor
Name
PROPLOGIX, LLC
EIN
81-3763469
Address
5901 N HONORE AVENUE · SARASOTA, FL · 34243
Phone
(941) 444-7142
Industry
Real Estatesee 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
2025-10-15
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS (FRS) ATTEST SERVICE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL | 04-3046611 | — | INVESTMENT ADVISORY | $12K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH LLC | 64-0936231 | — | TPA | $3K | — |
| DYATECH | 64-0936231 | — | TPA | $0 | — |
Investments
25 direct securities · 11 pooled funds· $5.7M(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
$3.3M
25 holdings
Common Collective Trust
$2.4M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Trust Company Transamerica LifeGoal(SM) 2055Fund | — | — | — | $541K | 16.4% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $541K | 16.4% | |
| Dimensional Fund Advisors DFA US Targeted Value I ** 948 Fidelity Investments Fidelity 500 Index | — | — | — | $438K | 13.3% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) Retirement Fund | — | — | — | $415K | 12.6% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $415K | 12.6% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2035 Fund | — | — | — | $325K | 9.8% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $325K | 9.8% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2050 Fund | — | — | — | $314K | 9.5% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $314K | 9.5% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2060 Fund | — | — | — | $299K | 9.0% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $299K | 9.0% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2030 Fund | — | — | — | $205K | 6.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $205K | 6.2% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2045 Fund | — | — | — | $138K | 4.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $138K | 4.2% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2025 Fund | — | — | — | $89K | 2.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $89K | 2.7% | |
| American Funds American Funds Bond Fund of America R6 | — | — | — | $76K | 2.3% | |
| Fidelity Investments Fidelity International Index | — | — | — | $70K | 2.1% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2040 Fund | — | — | — | $69K | 2.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $69K | 2.1% | |
| Transamerica Life Insurance Co Transamerica Stable Value Ascend Option | — | — | — | $64K | 1.9% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $41K | 1.2% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2065 Fund | — | — | — | $40K | 1.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $40K | 1.2% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | — | — | — | $34K | 1.0% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | — | — | — | $28K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $28K | 0.8% | |
| American Funds American Funds New Perspective R6 | — | — | — | $26K | 0.8% | |
| JPMorgan Mid Cap Value R6 ** 995 Lord Abbett Lord Abbett Developing Growth R6 ** 941 MFS International Growth R6 | — | — | — | $12K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | — | — | — | $8K | 0.2% | |
| Amundi US Pioneer Bond K | — | — | — | $8K | 0.2% | |
| Transamerica Trust Company Cash reserve | — | — | — | $5K | 0.1% | |
| WILLMINGTON TR FRANKLIN DYNATECH CL WILLMINGTON TR FRANKLIN DYNATECH CL · EIN 38-4116866 / PN 529 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds American Funds New World R6 | — | — | — | $2K | <0.1% | |
| Invesco Discovery Mid Cap Growth R6 | — | — | — | $1K | <0.1% |
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