Vicky Gatell signed Promesa, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Promesa, Inc.'s EIN is 13-2663328.
Download the official 2024 Form 5500 (PDF) for Promesa, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Promesa, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $8K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $2.8M | 12.4% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $2.5M | 11.2% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $2.3M | 10.2% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $2.0M | 8.9% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.9M | 8.3% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $1.8M | 7.8% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.7M | 7.3% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.2M | 5.3% | |
| T. Rowe Price AIICap Opps - ADV | Other securities | — | — | $869K | 3.9% | |
| Deutsche US Treasury Money | U.S. Treasuries | — | — | $748K | 3.3% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $611K | 2.7% | |
| trusts * Notes receivable from Interest rates of 4.25% to 9.50% with | Bonds / Notes | — | — | $560K | 2.5% | |
| Eaton Vance Atlanta SMID Cap Fund A | Other securities | — | — | $544K | 2.4% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $355K | 1.6% | |
| Buffalo International Fund | Other securities | — | — | $326K | 1.4% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $312K | 1.4% | |
| Victory Government Securities FC | Other securities | — | — | $239K | 1.1% | |
| American Funds New Perspective Fund - R3 | Mutual Funds | — | — | $232K | 1.0% | |
| Vanguard Mid Cap Value Index AD | Mutual Funds | — | — | $209K | 0.9% | |
| State Street Russell SC Index VI | Other securities | — | — | $193K | 0.9% | |
| STATE ST RUSS SC IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 338 | Common Collective Trust | — | — | $193K | 0.9% | |
| Payden High Income | Other securities | — | — | $184K | 0.8% | |
| Macquarie Small Cap Value lnstl | Other securities | — | — | $154K | 0.7% | |
| MFS Corporate Bond R6 | Mutual Funds | — | — | $152K | 0.7% | |
| JP Morgan US Value R3 | Other securities | — | — | $128K | 0.6% | |
| STATE ST S&P MD CP IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 346 | Common Collective Trust | — | — | $93K | 0.4% | |
| Guggenheim Core Bond Fund - A | Other securities | — | — | $68K | 0.3% | |
| funds Alliance Bernstein Bond Inflation Strategy Class A | Other securities | — | — | $59K | 0.3% | |
| Capital Federated Hermes Mdt Small Cap Gr - A | Other securities | — | — | $48K | 0.2% | |
| Macquarie Systematic Emerging Markets Equity Y | Other securities | — | — | $42K | 0.2% | |
| American Funds American Balanced - R4 | Mutual Funds | — | — | $34K | 0.2% | |
| T. Rowe Price Retirement Balance - ADV | Other securities | — | — | $18K | <0.1% | |
| Deutsche Real Estate Securities Fund | Other securities | — | — | $16K | <0.1% | |
| T hornburg Limited Term Inc R5 | Common Stocks | — | — | $7K | <0.1% | |
| Vanguard FT SE Social Index AD | Mutual Funds | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
