AMY Buerk signed Protective Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Protective Industries, Inc.'s EIN is 20-3117446.
Download the official 2024 Form 5500 (PDF) for Protective Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Protective Industries, 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.8M | 13.1% | |
| Fidelity 500 Index Shares of registered investment company | Common Collective Trusts | — | — | $12.8M | 13.1% | |
| AB US LARGE CAP GROWTH W SERS CL M GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $7.7M | 7.9% | |
| Putnam Large Cap Value; Class Y Shares of registered investment company | Mutual Funds | — | — | $7.0M | 7.1% | |
| John Hancock 2035 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $5.2M | 5.4% | |
| John Hancock 2030 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $5.2M | 5.3% | |
| Fidelity Extended Market Index Shares of registered investment company | Mutual Funds | — | — | $4.4M | 4.5% | |
| Fidelity Government Money Market; Class Shares of registered investment company K6 650 Fidelity US Bond Index Shares of registered investment company | Mutual Funds | — | — | $4.3M | 4.4% | |
| John Hancock 2040 Lifetime; Class R6 Shares of registered investment company | Common Stocks | — | — | $3.3M | 3.4% | |
| John Hancock 2045 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $3.1M | 3.1% | |
| John Hancock Disciplined Value Mid Cap; Shares of registered investment company Class A | Common Stocks | — | — | $3.0M | 3.0% | |
| John Hancock 2050 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $2.9M | 3.0% | |
| American Funds Europacific Growth; Class Shares of registered investment company R6 | Mutual Funds | — | — | $2.8M | 2.9% | |
| PGIM Total Return Bond; Class A Shares of registered investment company | Common Stocks | — | — | $2.7M | 2.8% | |
| Allspring Special Small Cap Value; Class Shares of registered investment company R6 | Common Stocks | — | — | $2.6M | 2.6% | |
| John Hancock 2025 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $2.3M | 2.4% | |
| Fidelity Global Ex US Index; Class F Shares of registered investment company | Mutual Funds | — | — | $2.0M | 2.0% | |
| John Hancock 2015 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $1.9M | 2.0% | |
| John Hancock 2055 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $1.9M | 1.9% | |
| Loomis Sayles Small Cap Growth Shares of registered investment company Institutional Shares | Common Stocks | — | — | $1.7M | 1.7% | |
| Loans to participants Varying maturity dates with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 1.7% | |
| Empower T. Rowe Price Mid Cap Growth Shares of registered investment company Institutional Shares | Common Stocks | — | — | $1.5M | 1.6% | |
| John Hancock 2020 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $1.1M | 1.1% | |
| MFS International Diversification; Class R3 Shares of registered investment company | Mutual Funds | — | — | $1.1M | 1.1% | |
| John Hancock 2060 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $927K | 1.0% | |
| Pioneer Strategic Income; Class Y Shares of registered investment company | Common Stocks | — | — | $684K | 0.7% | |
| PIMCO Real Return Institutional Shares of registered investment company | Mutual Funds | — | — | $601K | 0.6% | |
| John Hancock 2065 Lifetime Blend Shares of registered investment company Portfolio; Class R6 | Common Stocks | — | — | $373K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG U.S. LLP | — | PITTSBURGH, PA | OTHER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $300 | — |
