How big is Prout Financial Design's plan?

Prout Financial Design's plan reported $480K in assets and 10 participants for 2024.

Original filing (PDF)20250711094136NAL0010158704001

Prout Financial Design

Name: Prout Financial Design — Prout Financial Design, Form 5500 (2024)
Creator: Prout Financial Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prout Financial Design 401(k) Profit Sharing Plan

401(k) retirement plan · Prout Financial Design's Prout Financial Design 401(k) Profit Sharing Plan held $480K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

Plan identifiers

Prout Financial Design's EIN is 81-5061518.

EIN 81-5061518

Plan number 001

Plan year 2024

ACK ID 20250711094136NAL0010158704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROUT FINANCIAL DESIGN.

Finding similar companies…

Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PROUT FINANCIAL DESIGN

EIN

all filings

Address

1105 EAST 8TH STREET · TRAVERSE CITY, MI · 49686

Phone

(231) 947-3992

Industry

Finance & Insurance

Plan administrator