Back to filter
Original filing (PDF)20250731183536NAL0002803027001
PRO-MARK, LLC
Form 5500
FILING_RECEIVED
PRO-MARK, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
246
Accounts w/ balance
269
Plan assets (EOY)
$39.5M
Net assets (EOY)
$39.5M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRO-MARK, LLC.
Plan sponsor
Name
PRO-MARK, LLC
EIN
87-0290790
Address
845 NORTH OVERLAND ROAD · NORTH SALT LAKE CITY, UT · 84054
Phone
(801) 299-5517
Industry
Manufacturingsee 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
2025-07-31
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
JONES SIMKINS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $3K | — |
Investments
38 direct securities· $38.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Ishares S&P 500 Index FD CL K n/a $ | — | — | — | $4.2M | 10.7% | |
| Columbia Dividend Income GM n/a | — | — | — | $3.1M | 7.8% | |
| American Funds American Growth Fund R4 GM n/a | — | — | — | $3.0M | 7.6% | |
| Vanguard Federal Money Inv GM n/a | — | — | — | $2.8M | 7.2% | |
| Lord Abbett Lord Abbett Short Duration R4 GM n/a | — | — | — | $2.5M | 6.2% | |
| Western Asset Core Plus CL A GM n/a | — | — | — | $2.4M | 6.1% | |
| JP Morgan JP Morgan U.S. Equity Fund CL R5 n/a | — | — | — | $2.2M | 5.6% | |
| Vanguard Federal Money Market INV n/a | — | — | — | $1.6M | 4.2% | |
| Invesco Equity and Inc Fund CL A GM n/a | — | — | — | $1.6M | 4.0% | |
| Janus Henderson Janus Henderson GBL Equity A GM n/a | — | — | — | $1.4M | 3.6% | |
| American Funds American Growth Fund R4 n/a | — | — | — | $1.3M | 3.2% | |
| Victory Sycamore Victory Sycamore Est Value Fund GM n/a | — | — | — | $1.2M | 3.0% | |
| Invesco Small Cap Value A GM n/a | — | — | — | $1.2M | 3.0% | |
| Invesco Oppnhmr Intl Growth Y GM n/a | — | — | — | $1.2M | 2.9% | |
| Blackrock Mid Cap Grth I GM n/a | — | — | — | $1.0M | 2.6% | |
| Nationwide Geneva Small CL A GM n/a | — | — | — | $1.0M | 2.6% | |
| Principal Investors Real Securities A GM n/a | — | — | — | $1.0M | 2.6% | |
| DWS Enhanced Cmmdty Strtg A GM n/a | — | — | — | $770K | 2.0% | |
| Victory Sycamore Victory Sycamore Est Value Fund A n/a | — | — | — | $762K | 1.9% | |
| PIMCO Real Return Fund INST GM n/a | — | — | — | $662K | 1.7% | |
| Virtus Vontobel Virtus Vontobel Emrg Mrkts GM n/a | — | — | — | $515K | 1.3% | |
| Invesco Small Cap Value A n/a | — | — | — | $482K | 1.2% | |
| through June 2049. - | — | — | — | $448K | 1.1% | |
| Invesco Oppnhmr Intl Growth Y n/a | — | — | — | $442K | 1.1% | |
| Blackrock High Yield Bond Fund I GM n/a | — | — | — | $405K | 1.0% | |
| Columbia Dividend Income n/a | — | — | — | $352K | 0.9% | |
| Invesco Equity and Inc Fund CL A n/a | — | — | — | $278K | 0.7% | |
| Nationwide Geneva Small CL A n/a | — | — | — | $113K | 0.3% | |
| Blackrock Mid Cap Growth Equity I n/a | — | — | — | $98K | 0.2% | |
| Janus Henderson Janus Henderson GBL Equity A n/a | — | — | — | $67K | 0.2% | |
| Blackrock High Yield Bond Fund I n/a | — | — | — | $58K | 0.1% | |
| Virtus Vontobel Virtus Vontobel Emrg Mrkts A n/a | — | — | — | $57K | 0.1% | |
| Principal Investors Real Securities A n/a | — | — | — | $51K | 0.1% | |
| PIMCO Real Return Fund CL INST n/a | — | — | — | $30K | <0.1% | |
| American Funds American U.S. Gov. Securities R5 n/a | — | — | — | $28K | <0.1% | |
| Western Asset Core Plus CL A n/a | — | — | — | $20K | <0.1% | |
| DWS Enhanced Cmmdty Strtg A n/a | — | — | — | $15K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration R4 n/a | — | — | — | $14K | <0.1% |
Related plans
Other plans using MERRILL LYNCH, PIERCE, FENNER AND S
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
THE KROGER CO.
THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST
$10.1B
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN
$9.3B · 28,079 participants
AECOM
AECOM RETIREMENT & SAVINGS PLAN
$6.8B · 17,515 participants
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
BLACKROCK, INC.
BLACKROCK RETIREMENT SAVINGS PLAN
$4.8B · 8,882 participants
Similar-size Manufacturing plans
ADVANCED SOLUTIONS INTERNATIONAL, INC.
ADVANCED SOLUTIONS INTERNATIONAL, INC. 401(K) RETIREMENT PLAN
$39.7M · 184 participants
NIKON METROLOGY, INC.
NIKON METROLOGY, INC. SAVINGS AND INVESTMENT PLAN
$39.8M · 176 participants
CHASE INDUSTRIES, INC.
CHASE INDUSTRIES INC. 401(K) PLAN
$39.1M · 1,005 participants
CONGOLEUM ACQUISITION LLC
THE CONGOLEUM SALARIED EMPLOYEES SAVINGS PLAN
$39.0M · 85 participants
HAMAMATSU CORPORATION
HAMAMATSU CORPORATION 401(K) PLAN
$40.0M · 268 participants
R.W. BECKETT CORPORATION
R.W. BECKETT PROFIT SHARING AND 401(K) PLAN
$38.9M · 273 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants