Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
PROVEN MANAGEMENT LLC
EIN 26-2838617real estateLatest filing 2025
Plans
3
Retirement
2
$959K assets
Welfare
1
Participants
168
2001 L ST NW STE 500 - WASHINGTON, DC 200364955301-825-6061provenmgmt.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $959K assets / 168 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROVEN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$781K
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PROVEN MANAGEMENT, LLC PREVAILING WAGE PLAN
ProfitSharing
Assets$178K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
PROVEN MANAGEMENT, LLC. HEALTH & WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROVEN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $781K | 136 | 2025 | |
| 002 | PROVEN MANAGEMENT, LLC PREVAILING WAGE PLAN | ProfitSharing | $178K | 32 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PROVEN MANAGEMENT, LLC. HEALTH & WELFARE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans