How big is Proven Management, Inc.'s plan?

Proven Management, Inc.'s plan reported $2.4M in assets and 6 participants for 2024.

Original filing (PDF)20260316100804NAL0001684928001

Proven Management, Inc.

Name: Proven Management, Inc. — Proven Management, Inc., Form 5500 (2024)
Creator: Proven Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proven Management, Inc. Retirement Plan

401(k) retirement plan · Proven Management, Inc.'s Proven Management, Inc. Retirement Plan held $2.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Ambriana Herrera signed Proven Management, Inc.'s 2024 Form 5500 as plan administrator.

Ambriana Herrera — 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

Proven Management, Inc.'s EIN is 94-3235783.

EIN 94-3235783

Plan number 001

Plan year 2024

ACK ID 20260316100804NAL0001684928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proven Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proven Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

PROVEN MANAGEMENT, INC.

EIN

all filings

Address

225 3RD STREET · OAKLAND, CA · 94607

Phone

(415) 421-9500

Industry

Construction

Plan administrator