Back to filter
Original filing (PDF)20251015143253NAL0002573843001
PROOF TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
PROOF TECHNOLOGIES INC 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
172
Accounts w/ balance
215
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm" is 45% of plan.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROOF TECHNOLOGIES INC.
Plan sponsor
Name
PROOF TECHNOLOGIES INC
EIN
82-3909757
Address
3001 BEE CAVES ROAD 100-B · ROLLINGWOOD, TX · 78746
Phone
(802) 558-1471
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
2025-10-15
Pension benefit codes
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
SMITH AND HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $23K | — |
Investments
22 direct securities· $6.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $2.8M | 44.2% | |
| Vanguard Total Intl Stock Index | — | — | — | $1.6M | 25.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $490K | 7.6% | |
| Vanguard Total Bond Market Index | — | — | — | $464K | 7.2% | |
| Vanguard 500 Index Admiral | — | — | — | $355K | 5.5% | |
| Vanguard Total Intl Bd Idx Admiral™ | — | — | — | $207K | 3.2% | |
| Vanguard Growth Index Admiral | — | — | — | $169K | 2.6% | |
| Vanguard Small Cap Value Index | — | — | — | $30K | 0.5% | |
| Vanguard Short-Term Bond Index ** 59 Vanguard Small Cap Growth Index | — | — | — | $27K | 0.4% | |
| Vanguard Value Index Adm | — | — | — | $27K | 0.4% | |
| DFA International Value I | — | — | — | $19K | 0.3% | |
| Vanguard Developed Markets Index | — | — | — | $14K | 0.2% | |
| Vanguard Mid-Cap Growth Index | — | — | — | $13K | 0.2% | |
| Vanguard Small Cap Index Adm | — | — | — | $11K | 0.2% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $8K | 0.1% | |
| Vanguard Interm-Term Bond Index | — | — | — | $8K | 0.1% | |
| DFA Emerging Markets Value I | — | — | — | $8K | 0.1% | |
| DFA International Core Equity I | — | — | — | $8K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx | — | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Value Index | — | — | — | $3K | <0.1% | |
| Vanguard FTSE Social Index Fund | — | — | — | $3K | <0.1% | |
| DFA Emerging Markets Small Cap I | — | — | — | $1K | <0.1% |
Related plans
Other plans using HUMAN INTEREST ADVISOR LLC
ROMAN HEALTH VENTURES, INC.
ROMAN 401(K) PLAN
$39.9M · 489 participants
FAIRE WHOLESALE, INC.
FAIRE 401(K) PLAN
$32.7M · 560 participants
REMARKABLE FOODS, INC.
REMARKABLE FOODS, INC. 401(K) PLAN
$23.2M · 2,005 participants
CODA PROJECT, INC.
CODA PROJECT 401(K) PLAN
$18.3M · 187 participants
ODDBALL, INC.
ODDBALL 401(K) PLAN
$17.0M · 311 participants
MODERN LIFE INC.
MODERN HEALTH 401(K) PLAN
$16.6M · 266 participants
Similar-size Software Publishers plans
REVERSING LABS US, INC.
REVERSING LABS US, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$6.4M · 113 participants
FIDELIS CYBERSECURITY, INC.
FIDELIS 401(K) PLAN
$6.4M · 87 participants
MDAEMON TECHNOLOGIES, LTD.
MDAEMON TECHNOLOGIES 401(K) PLAN
$6.4M · 26 participants
KORTERRA, INC.
KORTERRA, INC. 401(K) PLAN
$6.5M · 67 participants
REDFISH LABS, INC.
REDFISH LABS 401(K) PLAN
$6.4M · 61 participants
CENOTECH SOLUTIONS LLC
CENOTECH SOLUTIONS LLC 401(K) PLAN
$6.4M · 13 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants