How big is Proto Innovation's plan?

Proto Innovation's plan reported $757K in assets and 40 participants for 2025.

Original filing (PDF)20260204121202NAL0005723698001

Proto Innovation

Name: Proto Innovation — Proto 401(k) Plan, Form 5500 (2025)
Creator: Proto Innovation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proto 401(k) Plan

401(k) retirement plan · Proto Innovation's Proto 401(k) Plan held $757K in plan assets for 40 participants in 2025.

Signals · 1

Late filing · 26.6 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

People on this filing

Charles SGRO signed Proto Innovation's 2025 Form 5500 as plan administrator.

Charles SGRO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Proto Innovation's EIN is 85-3781538.

EIN 85-3781538

Plan number 001

Plan year 2025

ACK ID 20260204121202NAL0005723698001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Proto Innovation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 26.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PROTO INNOVATION

EIN

all filings

Address

3 WORLD TRADE CTR FL 34 · NEW YORK, NY · 100072787

Phone

(203) 733-5656

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2026-02-04

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Qcorp

$757K · 5 participants

Bonnie M. Cohen

Bonnie M. Cohen Defined Benefit Plan

$757K · 2 participants

Maxel, Inc.

Maxel, Inc. 401(k) Plan

$756K · 2 participants

Community Capital LLC

Community Capital LLC 401(k) Plan

$757K · 3 participants

Bell Creek Consulting, LLC

Bell Creek Consulting, LLC 401(k) Profit Sharing Plan

$758K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.