Haley Ghelfi signed Protegrity USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Protegrity USA, Inc.'s EIN is 20-0747698.
Download the official 2024 Form 5500 (PDF) for Protegrity USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Protegrity USA, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity FID FDM IDX 2040 PRM | Mutual Funds | — | — | $1.6M | 20.4% | |
| Fidelity FID FDM IDX 2030 PRM | Common Collective Trusts | — | — | $748K | 9.4% | |
| Fidelity FID BLUE CHIP GR K6 | Mutual Funds | — | — | $721K | 9.1% | |
| Fidelity FID FDM IDX 2035 PRM | Common Collective Trusts | — | — | $695K | 8.8% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $602K | 7.6% | |
| Fidelity FID FDM IDX 2050 PRM | Common Collective Trusts | — | — | $476K | 6.0% | |
| Fidelity FID FDM IDX 2055 PRM | Common Collective Trusts | — | — | $390K | 4.9% | |
| Fidelity FID FDM IDX 2025 PRM | Common Collective Trusts | — | — | $347K | 4.4% | |
| Fidelity FID FDM IDX 2045 PRM | Common Collective Trusts | — | — | $310K | 3.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $309K | 3.9% | |
| Fidelity FID FDM IDX 2060 PRM | Common Collective Trusts | — | — | $250K | 3.2% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $231K | 2.9% | |
| Fidelity FID FDM IDX 2010 PRM | Common Collective Trusts | — | — | $177K | 2.2% | |
| Allspring Global Investments AS SPL SM CAP VAL R6 | Other securities | — | — | $137K | 1.7% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $127K | 1.6% | |
| Columbia Threadneedle COL DIVIDEND INC I3 | Common Stocks | — | — | $118K | 1.5% | |
| Fidelity FID EMERGING MKTS | Mutual Funds | — | — | $114K | 1.4% | |
| 9/30/2033 | Other securities | — | — | $109K | 1.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $102K | 1.3% | |
| Massachusetts Financial Services MFS MID CAP GRTH R6 | Mutual Funds | — | — | $72K | 0.9% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $60K | 0.8% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $54K | 0.7% | |
| Fidelity FID INTL CAP APPR K6 | Mutual Funds | — | — | $49K | 0.6% | |
| Allspring Global Investments AS SPL MID CP VAL R6 | Other securities | — | — | $49K | 0.6% | |
| Cohen & Steers C&S INST REALTY SHS | Common Stocks | — | — | $28K | 0.4% | |
| Fidelity FID FDM IDX 2020 PRM | Common Collective Trusts | — | — | $28K | 0.4% | |
| Fidelity FID FDM IDX 2065 PRM | Common Collective Trusts | — | — | $25K | 0.3% | |
| Janus Henderson J H TRITON T | Mutual Funds | — | — | $18K | 0.2% | |
| American Funds AF INFL LINKED BD R6 | Mutual Funds | — | — | $15K | 0.2% | |
| Fidelity FID FDM IDX 2015 PRM | Common Collective Trusts | — | — | $8K | <0.1% | |
| Principal funds PIF SMALL CAP R6 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
