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Original filing (PDF)20250926050451NAL0011441955001
PROTECT ENVIRONMENTAL LLC
Form 5500
FILING_RECEIVED
PROTECT ENVIRONMENTAL LLC 401K PLAN & TRUST
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
140
Accounts w/ balance
136
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID FREEDOM INDEX 2035 PREMIER" is 26% of plan.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROTECT ENVIRONMENTAL LLC.
Plan sponsor
Name
PROTECT ENVIRONMENTAL LLC
EIN
85-4121233
Address
435 NORTH WHITTINGTON PARKWAY · SUITE 275 · LOUISVILLE, KY · 40222
Phone
(859) 242-1393
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MRPR CPAS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Investments
32 direct securities · 1 pooled fund· $4.5M(98% 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.
Registered Investment Companies
$4.5M
32 holdings
Common Collective Trust
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.1M | 25.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $486K | 10.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $395K | 8.7% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $327K | 7.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $321K | 7.1% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $293K | 6.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $256K | 5.6% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $242K | 5.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $172K | 3.8% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $142K | 3.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $127K | 2.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $91K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $70K | 1.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $65K | 1.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $64K | 1.4% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $53K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $30K | 0.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $28K | 0.6% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $26K | 0.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $23K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $14K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $14K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $14K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $13K | 0.3% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $12K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $9K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7K | 0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $5K | 0.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $4K | <0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $1K | <0.1% |
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