How big is Pro-Mark, LLC's plan?

Pro-Mark, LLC's plan reported $39.5M in assets and 246 participants for 2024.

Original filing (PDF)20250731183536NAL0002803027001

Pro-Mark, LLC

Name: Pro-Mark, LLC — Pro-Mark, LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Pro-Mark, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pro-Mark, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Pro-Mark, LLC's Pro-Mark, LLC 401(k) Profit Sharing Plan held $39.5M in plan assets for 246 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Active participants

246

Accounts w/ balance

269

Plan assets (EOY)

$39.5M

Net assets (EOY)

$39.5M

People on this filing

Tamera L. Degraw signed Pro-Mark, LLC's 2024 Form 5500 as plan administrator.

Tamera L. Degraw — 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

Pro-Mark, LLC's EIN is 87-0290790.

EIN 87-0290790

Plan number 001

Plan year 2024

ACK ID 20250731183536NAL0002803027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pro-Mark, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pro-Mark, LLC'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 PRO-MARK, LLC.

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (89th percentile).

Plan sponsor

Name

PRO-MARK, LLC

EIN

all filings

Address

845 NORTH OVERLAND ROAD · NORTH SALT LAKE CITY, UT · 84054

Phone

(801) 299-5517

Industry

Manufacturing

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

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Mutual Funds

$18.5M

17 holdings

Other securities

$12.1M

16 holdings

Common Collective Trusts

$4.2M

1 holding

Common Stocks

$3.6M

4 holdings

					% of plan
Blackrock Ishares S&P 500 Index FD CL K n/a $	Common Collective Trusts	—	—	$4.2M	10.7%
Columbia Dividend Income GM n/a	Other securities	—	—	$3.1M	7.8%
American Funds American Growth Fund R4 GM n/a	Mutual Funds	—	—	$3.0M	7.6%
Vanguard Federal Money Inv GM n/a	Mutual Funds	—	—	$2.8M	7.2%
Lord Abbett Lord Abbett Short Duration R4 GM n/a	Mutual Funds	—	—	$2.5M	6.2%
Western Asset Core Plus CL A GM n/a	Common Stocks	—	—	$2.4M	6.1%
JP Morgan JP Morgan U.S. Equity Fund CL R5 n/a	Other securities	—	—	$2.2M	5.6%
Vanguard Federal Money Market INV n/a	Mutual Funds	—	—	$1.6M	4.2%
Invesco Equity and Inc Fund CL A GM n/a	Mutual Funds	—	—	$1.6M	4.0%
Janus Henderson Janus Henderson GBL Equity A GM n/a	Mutual Funds	—	—	$1.4M	3.6%
American Funds American Growth Fund R4 n/a	Mutual Funds	—	—	$1.3M	3.2%
Victory Sycamore Victory Sycamore Est Value Fund GM n/a	Other securities	—	—	$1.2M	3.0%
Invesco Small Cap Value A GM n/a	Mutual Funds	—	—	$1.2M	3.0%
Invesco Oppnhmr Intl Growth Y GM n/a	Mutual Funds	—	—	$1.2M	2.9%
Blackrock Mid Cap Grth I GM n/a	Other securities	—	—	$1.0M	2.6%
Nationwide Geneva Small CL A GM n/a	Common Stocks	—	—	$1.0M	2.6%
Principal Investors Real Securities A GM n/a	Other securities	—	—	$1.0M	2.6%
DWS Enhanced Cmmdty Strtg A GM n/a	Other securities	—	—	$770K	2.0%
Victory Sycamore Victory Sycamore Est Value Fund A n/a	Other securities	—	—	$762K	1.9%
PIMCO Real Return Fund INST GM n/a	Mutual Funds	—	—	$662K	1.7%
Virtus Vontobel Virtus Vontobel Emrg Mrkts GM n/a	Other securities	—	—	$515K	1.3%
Invesco Small Cap Value A n/a	Mutual Funds	—	—	$482K	1.2%
through June 2049. -	Other securities	—	—	$448K	1.1%
Invesco Oppnhmr Intl Growth Y n/a	Mutual Funds	—	—	$442K	1.1%
Blackrock High Yield Bond Fund I GM n/a	Other securities	—	—	$405K	1.0%
Columbia Dividend Income n/a	Other securities	—	—	$352K	0.9%
Invesco Equity and Inc Fund CL A n/a	Mutual Funds	—	—	$278K	0.7%
Nationwide Geneva Small CL A n/a	Common Stocks	—	—	$113K	0.3%
Blackrock Mid Cap Growth Equity I n/a	Other securities	—	—	$98K	0.2%
Janus Henderson Janus Henderson GBL Equity A n/a	Mutual Funds	—	—	$67K	0.2%
Blackrock High Yield Bond Fund I n/a	Other securities	—	—	$58K	0.1%
Virtus Vontobel Virtus Vontobel Emrg Mrkts A n/a	Other securities	—	—	$57K	0.1%
Principal Investors Real Securities A n/a	Other securities	—	—	$51K	0.1%
PIMCO Real Return Fund CL INST n/a	Mutual Funds	—	—	$30K	<0.1%
American Funds American U.S. Gov. Securities R5 n/a	Mutual Funds	—	—	$28K	<0.1%
Western Asset Core Plus CL A n/a	Common Stocks	—	—	$20K	<0.1%
DWS Enhanced Cmmdty Strtg A n/a	Other securities	—	—	$15K	<0.1%
Lord Abbett Lord Abbett Short Duration R4 n/a	Mutual Funds	—	—	$14K	<0.1%