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Original filing (PDF)20250821132300NAL0007319904001
PROTOCALL SERVICES, INC.
Form 5500
FILING_RECEIVED
PROTOCALL SERVICES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
310
Accounts w/ balance
192
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROTOCALL SERVICES, INC..
Plan sponsor
Name
PROTOCALL SERVICES, INC.
EIN
91-1829097
Address
5200 S MACADAM AVE, · SUITE 310 · PORTLAND, OR · 97239
Phone
(800) 435-2197
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
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)
Auditor
DELAP LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $25K | — |
| PREISZ ASSOCIATES | 93-1297546 | — | NONE | $18K | — |
| DELAP LLP | — | LAKE OSWEGO, OR | NONE | $14K | — |
Investments
33 direct securities· $8.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.2M | 15.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $817K | 10.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $662K | 8.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $612K | 7.7% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $598K | 7.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $539K | 6.7% | |
| JPMorgan International Equity R6 JP Morgan 0 | — | — | — | $454K | 5.7% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $424K | 5.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $300K | 3.7% | |
| T. Rowe Price Diversified Md Cp Grth I T. Rowe Price 0 | — | — | — | $269K | 3.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $217K | 2.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $208K | 2.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $190K | 2.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $176K | 2.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $165K | 2.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $164K | 2.0% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $156K | 2.0% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $125K | 1.6% | |
| Nuveen Large Cap Responsible Equity R6 Nuveen 0 | — | — | — | $108K | 1.4% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $104K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $90K | 1.1% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $83K | 1.0% | |
| Federated Hermes Instl Hiyd Bd R6 Federated 0 | — | — | — | $75K | 0.9% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $71K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $69K | 0.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $32K | 0.4% | |
| AB Sustainable Global Thematic I Alliance Bernstein 0 | — | — | — | $26K | 0.3% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $21K | 0.3% | |
| DFA U.S. Small Cap Portfolio I DFA 0 | — | — | — | $18K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $17K | 0.2% | |
| Calvert Balanced R6 Calvert 0 | — | — | — | $5K | <0.1% | |
| Nuveen Core Impact Bond R6 Nuveen 0 | — | — | — | $4K | <0.1% | |
| Vanguard FTSE All-World ex-US Idx Adm Vanguard 0 | — | — | — | $2K | <0.1% |
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