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Original filing (PDF)20260114122719NAL0017276080001
PROPONENT, INC.
Form 5500
FILING_RECEIVED
PROPONENT EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
401
Accounts w/ balance
525
Plan assets (EOY)
$542.8M
Net assets (EOY)
$447.3M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Proponent, Inc. 3,484,915 shares of common" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROPONENT, INC..
Plan sponsor
Name
PROPONENT, INC.
EIN
95-2770000
Address
3120 E ENTERPRISE ST · BREA, CA · 928216236
Phone
(714) 223-5400
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BEESON HOFFMAN & SIDDALL, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $542.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Proponent, Inc. 3,484,915 shares of common | — | — | $115.0M | $542.8M | 100.0% | |
| stock, no par value Cash | — | — | — | $30K | <0.1% |
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