Paul Deeley signed Processunity Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Processunity Inc.'s EIN is 20-0317803.
Download the official 2024 Form 5500 (PDF) for Processunity Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Processunity Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 K6 Fund " | Mutual Funds | — | — | $2.7M | 13.3% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.5M | 12.4% | |
| Fidelity Freedom 2050 K6 Fund " | Mutual Funds | — | — | $2.4M | 12.0% | |
| Fidelity Freedom 2045 K6 Fund " | Mutual Funds | — | — | $2.3M | 11.6% | |
| Fidelity Freedom 2035 K6 Fund " | Mutual Funds | — | — | $1.8M | 9.0% | |
| Fidelity Freedom 2055 K6 Fund " | Mutual Funds | — | — | $1.8M | 8.7% | |
| Fidelity Blue Chip Growth K6 Fund " | Mutual Funds | — | — | $1.5M | 7.3% | |
| Fidelity Freedom 2060 K6 Fund " | Mutual Funds | — | — | $1.2M | 5.7% | |
| Fidelity Freedom 2030 K6 Fund " | Mutual Funds | — | — | $709K | 3.5% | |
| Fidelity Freedom 2020 K6 Fund " ** 75 * Fidelity Freedom 2025 K6 Fund " | Mutual Funds | — | — | $407K | 2.0% | |
| Fidelity Government Money Market K6 Fund " | Mutual Funds | — | — | $391K | 1.9% | |
| Fidelity Global Ex US Index Fund " | Common Collective Trusts | — | — | $361K | 1.8% | |
| Fidelity Total Bond K6 Fund " | Mutual Funds | — | — | $238K | 1.2% | |
| Fidelity International Cap Appreciation K6 Fund " | Mutual Funds | — | — | $215K | 1.1% | |
| American Funds American Mutual R6 Fund " | Mutual Funds | — | — | $214K | 1.1% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $189K | 0.9% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $183K | 0.9% | |
| American Century Large Cap Equity R6 Fund " | Other securities | — | — | $182K | 0.9% | |
| Fidelity Freedom 2065 K6 Fund " | Mutual Funds | — | — | $173K | 0.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $145K | 0.7% | |
| GQG Emerging Markets Equity R6 Fund " | Other securities | — | — | $140K | 0.7% | |
| Virtus Duff & Phelps Real Estate Secs R6 " ** 958 Allspring Special Mid Cap Value R6 Fund " | Other securities | — | — | $136K | 0.7% | |
| Allspring Special Small Cap Value R6 Fund " | Other securities | — | — | $101K | 0.5% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $79K | 0.4% | |
| Fidelity Small Cap Growth K6 Fund " | Mutual Funds | — | — | $65K | 0.3% | |
| JPMorgan Government Bond R6 Fund Mutual fund | U.S. Treasuries | — | — | $36K | 0.2% | |
| Fidelity Inflation Protected Bond Index Fund " | Common Collective Trusts | — | — | $33K | 0.2% | |
| MFS Mid Cap Growth R6 Fund " | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
