Monique Faison Ross signed First Protocol, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Protocol, Inc.'s EIN is 20-1231125.
Download the official 2024 Form 5500 (PDF) for First Protocol, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Protocol, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA PRIVATE WEALTH, INC. | 47-4814591 | — | INVESTMENT ADVISORY | $0 | — |
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.
| ALERA INVESTMENT ADVISORS, LLC | 82-1301701 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | 26-2091417 | — | CONTRACT ADMINISTRATOR | $7K | — |
| ASSOCIATED PENSION CONSULTANTS | 11-3271022 | — | CONTRACT ADMINISTRATOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.7M | 17.2% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.5M | 12.6% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.2M | 11.4% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.3M | 8.5% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 7.5% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.0M | 7.4% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.7M | 6.1% | |
| DFA US Large Company Portfolio | Mutual Funds | — | — | $1.5M | 5.4% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $1.0M | 3.8% | |
| Calvert Equity Calvert Equity R6 Fund | Other securities | — | — | $828K | 3.0% | |
| PGIM Jennison Mid Cap Growth Fund | Other securities | — | — | $546K | 2.0% | |
| WCM Focused International Growth Fund | Other securities | — | — | $534K | 1.9% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $434K | 1.6% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $409K | 1.5% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $406K | 1.5% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $396K | 1.4% | |
| Columbia Dividend Income Fund | Other securities | — | — | $378K | 1.4% | |
| Notes Receivable from * Participants Interest rates ranging from 6.00% to 9.50% | Bonds / Notes | — | — | $217K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $210K | 0.8% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $140K | 0.5% | |
| American Century Small Cap Value Fund | Other securities | — | — | $112K | 0.4% | |
| PIMCO Investment Grade Credit Bond Fund | U.S. Treasuries | — | — | $112K | 0.4% | |
| DFA Investment Grade Portfolio | Mutual Funds | — | — | $89K | 0.3% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $81K | 0.3% | |
| Capital Research and Mgmt Co American Funds NewWorld R6 | Mutual Funds | — | — | $75K | 0.3% | |
| Brandywine GLOBAL Corporate Credit Fund | Other securities | — | — | $75K | 0.3% | |
| PIMCO StocksPLUS International Fund U.S. Dollar Hedged | Mutual Funds | — | — | $74K | 0.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $67K | 0.2% | |
| All Spring Special Middle Cap Value Fund | Other securities | — | — | $43K | 0.2% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $35K | 0.1% | |
| DFA Inflation Protected Securities Portfolio | Mutual Funds | — | — | $31K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $19K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $9K | <0.1% | |
| Federated Hermes Kaufmann Small Cap Fund | Other securities | — | — | $9K | <0.1% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFE TIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $748 | <0.1% |
