Mark Fessler signed Pronto Finance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pronto Finance, Inc.'s EIN is 20-2116680.
Download the official 2024 Form 5500 (PDF) for Pronto Finance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pronto Finance, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AM FDS TRGT DTE RTM 2035 R6 FD | Mutual Funds | — | — | $1.2M | 23.3% | |
| American Funds AM FDS TRGT DTE RTM 2050 R6 FD | Mutual Funds | — | — | $603K | 12.1% | |
| American Funds AM FDS TRGT DTE RTM 2060 R6 FD | Mutual Funds | — | — | $462K | 9.3% | |
| Vanguard 500 INDEX ADMIRAL FD | Common Collective Trusts | — | — | $455K | 9.1% | |
| American Funds AM FDS TRGT DTE RTM 2040 R6 FD | Mutual Funds | — | — | $434K | 8.7% | |
| American Funds AM FDS TRGT DTE RTM 2055 R6 FD | Mutual Funds | — | — | $387K | 7.8% | |
| American Funds AM FDS TRGT DTE RTM 2045 R6 FD | Mutual Funds | — | — | $353K | 7.1% | |
| The American Funds AMERICAN FUNDS 2070 TDR R6 FD ** 653 Fidelity ADV GROWTH OPP Z FUND | Mutual Funds | — | — | $316K | 6.3% | |
| 5.25% to 10.50%, maturing through October 31, 2029 | Bonds / Notes | — | — | $214K | 4.3% | |
| American Funds AM FDS TRGT DTE RTM 2025 R6 FD ** 632 American Funds AM FDS TRGT DTE RTM 2030 R6 FD | Mutual Funds | — | — | $175K | 3.5% | |
| American Funds AM FDS TRGT DTE RTM 2065 R6 FD | Mutual Funds | — | — | $168K | 3.4% | |
| American Funds AM FDS TRGT DTE RTM 2020 R6 FD | Mutual Funds | — | — | $72K | 1.4% | |
| Vanguard DIV APPREC IDX ADM FD | Common Collective Trusts | — | — | $54K | 1.1% | |
| PIMCO STOCKSPLUS INST FUND | Mutual Funds | — | — | $51K | 1.0% | |
| MFS MID-CAP GROWTH R6 FUND | Mutual Funds | — | — | $41K | 0.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $20K | 0.4% | |
| Vanguard SM CAP INDEX ADM FUND | Mutual Funds | — | — | $12K | 0.2% | |
| (E) | Other securities | — | $72K | $3K | <0.1% | |
| The American Funds AMERICAN FUNDS NEWPRSP R6 FND | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
