Kathy Alleva signed Proterial America, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proterial America, Ltd.'s EIN is 13-2843700.
Download the official 2024 Form 5500 (PDF) for Proterial America, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proterial America, Ltd.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RYAN LABS | 47-3503928 | — | NONE | $191K | — |
| USI CONSULTING GROUP | 13-4032401 | — | NONE | $64K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $14K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES EDGE MSCI | Other securities | — | $2.0M | $1.9M | 5.6% | |
| ISHARES GOLD TR SHS | Common Stocks | — | $849K | $1.6M | 4.6% | |
| ISHARES EDGE MSCI | Other securities | — | $768K | $1.4M | 4.3% | |
| VANGUARD HIGH DVD YIELD | Mutual Funds | — | $1.1M | $1.1M | 3.2% | |
| ISHARES RUSSELL 1000 | Common Collective Trusts | — | $1.1M | $1.1M | 3.2% | |
| WELLS FARGO & CO | Common Stocks | — | $260K | $387K | 1.1% | |
| MICROSOFT CORP | Common Stocks | — | $259K | $345K | 1.0% | |
| VANGUARD TOT WORLD STK I | Mutual Funds | — | $340K | $336K | 1.0% | |
| SS AND C TECHNOLOGIES | Other securities | — | $262K | $324K | 1.0% | |
| 1ST CTZNS BNCSHS INC A | Common Stocks | — | $145K | $317K | 0.9% | |
| CARDINAL HEALTH INC OHIO | Common Stocks | — | $178K | $307K | 0.9% | |
| CITIGROUP INC COM NEW | Common Stocks | — | $243K | $306K | 0.9% | |
| INTERCONTINENTAL | Other securities | — | $220K | $304K | 0.9% | |
| SHELL PLC | Common Stocks | — | $234K | $282K | 0.8% | |
| CVS HEALTH CORP | Common Stocks | — | $225K | $273K | 0.8% | |
| L3HARRIS TECHNOLOGIES | Other securities | — | $271K | $265K | 0.8% | |
| BP PLC SPON ADR | Common Stocks | — | $231K | $245K | 0.7% | |
| BAXTER INTERNTL INC | Common Stocks | — | $222K | $228K | 0.7% | |
| MEDTRONIC PLC SHS | Common Stocks | — | $223K | $218K | 0.6% | |
| COMCAST CORP NEW CL A | Common Stocks | — | $228K | $213K | 0.6% | |
| SONY GROUP CORP | Common Stocks | — | $150K | $209K | 0.6% | |
| JPMORGAN CHASE & CO | Common Stocks | — | $99K | $208K | 0.6% | |
| AMERICAN INTERNATIONAL | Other securities | — | $121K | $208K | 0.6% | |
| TAIWAN S MANUFCTRING ADR | Common Stocks | — | $111K | $204K | 0.6% | |
| SANOFI ADR | Common Stocks | — | $178K | $193K | 0.6% | |
| CISCO SYSTEMS INC COM | Common Stocks | — | $159K | $187K | 0.6% | |
| ASTRAZENECA PLC SPND ADR | Common Stocks | — | $154K | $184K | 0.5% | |
| U.S. TREASURY STRIP | Other securities | — | $170K | $180K | 0.5% | |
| U.S. TREASURY STRIP | Other securities | — | $161K | $174K | 0.5% | |
| APPLE INC | Common Stocks | — | $187K | $173K | 0.5% | |
| KRAFT (THE) HEINZ CO SHS | Common Stocks | — | $165K | $167K | 0.5% | |
| U.S. TREASURY STRIP | Other securities | — | $164K | $165K | 0.5% | |
| ELECTRONIC ARTS INC DEL | Common Stocks | — | $157K | $164K | 0.5% | |
| U.S. TREASURY STRIP | Other securities | — | $161K | $163K | 0.5% | |
| U.S. TREASURY STRIP | Other securities | — | $160K | $160K | 0.5% | |
| BANK OF AMERICA CORP | Common Stocks | — | $155K | $157K | 0.5% | |
| Blackrock Liquidity Funds/MMF | Cash / Money Market | — | $157K | $157K | 0.5% | |
| VERIZON COMMUNICATNS COM | Common Stocks | — | $142K | $156K | 0.5% | |
| COGNIZANT TECH SOLUTNS A | Other securities | — | $138K | $155K | 0.5% | |
| HESS CORP | Common Stocks | — | $131K | $154K | 0.5% | |
| ELI LILLY & CO | Common Stocks | — | $114K | $149K | 0.4% | |
| DOLLAR GENERAL CORP | Common Stocks | — | $123K | $147K | 0.4% | |
| U.S. TREASURY BOND | U.S. Treasuries | — | $144K | $146K | 0.4% | |
| WELLS FARGO & COMPANY | Common Stocks | — | $137K | $144K | 0.4% | |
| LABCORP HOLDINGS INC REG | Common Stocks | — | $152K | $141K | 0.4% | |
| WILLIAMS COMPANIES DEL | Other securities | — | $86K | $140K | 0.4% | |
| GOLDMAN SACHS GROUP INC | Common Stocks | — | $137K | $140K | 0.4% | |
| COMCAST CORP | Common Stocks | — | $136K | $138K | 0.4% | |
| VISA INC CL A SHRS | Common Stocks | — | $81K | $135K | 0.4% | |
| BRITISH AMN TOBACO SPADR | Other securities | — | $104K | $134K | 0.4% |
