Beery Adams Jimenez signed Proteus Fund Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proteus Fund Inc.'s EIN is 04-3243004.
Download the official 2024 Form 5500 (PDF) for Proteus Fund Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proteus Fund Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | BROKER DEALER OF ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.1M | 16.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.5M | 11.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.4M | 10.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.3M | 10.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.2M | 9.0% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $969K | 7.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $920K | 7.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $586K | 4.5% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $547K | 4.2% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $475K | 3.7% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $291K | 2.2% | |
| BlackRock Total BlackRock Total Return K | Other securities | — | — | $260K | 2.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $142K | 1.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $137K | 1.1% | |
| Brown Advisory Brown Advisory Sustainable Gr Instl | Other securities | — | — | $118K | 0.9% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $105K | 0.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $87K | 0.7% | |
| Northern GIC Northern Glbl Sustainability Index I | Stable Value | — | — | $74K | 0.6% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $67K | 0.5% | |
| Calvert U.S. Large Cap Core Respon | Other securities | — | — | $61K | 0.5% | |
| JPMorgan U.S. Value R6 | Other securities | — | — | $47K | 0.4% | |
| Participant loans Interest rates 4.25% - 9.50% - | Bonds / Notes | — | — | $45K | 0.3% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $39K | 0.3% | |
| Impax Global Impax Global Environmental Markets | Other securities | — | — | $33K | 0.3% | |
| JHancock Emerging Markets Equity R6 | Other securities | — | — | $29K | 0.2% | |
| Nuveen Core Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $24K | 0.2% | |
| AB Large AB Large Cap Growth Z | Other securities | — | — | $21K | 0.2% | |
| Calvert Bond Fund I | U.S. Treasuries | — | — | $17K | 0.1% | |
| Impax Sus Impax Sustainable Allocation Instl | Other securities | — | — | $16K | 0.1% | |
| AB Bond AB Bond Inflation Strategy Adv | Other securities | — | — | $10K | <0.1% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $7K | <0.1% | |
| Federate Federated Hermes Instl Hiyd Bd R6 | Other securities | — | — | $7K | <0.1% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $6K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $6K | <0.1% | |
| BlackRock Intl BlackRock International K | Other securities | — | — | $2K | <0.1% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $2K | <0.1% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $2K | <0.1% | |
| MFS Global MFS Global Equity R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
