Danny Portee signed Professional Management Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Management Enterprises, Inc.'s EIN is 20-4024802.
Download the official 2024 Form 5500 (PDF) for Professional Management Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Management Enterprises, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | RECORDKEEPER | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $1.6M | 86.5% | |
| OneAmerica American Century One Choice Blend Plus 2030 R6 | Other securities | — | — | $427K | 22.8% | |
| OneAmerica AUL Stable Value Account | Stable Value | — | — | $240K | 12.8% | |
| OneAmerica American Century One Choice Blend Plus 2035 R6 | Other securities | — | — | $154K | 8.2% | |
| OneAmerica Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $116K | 6.2% | |
| OneAmerica American Century One Choice Blend Plus 2055 R6 | Other securities | — | — | $109K | 5.8% | |
| OneAmerica Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $107K | 5.7% | |
| OneAmerica American Century One Choice Blend Plus 2060 R6 | Other securities | — | — | $101K | 5.4% | |
| OneAmerica American Century One Choice Blend Plus 2040 R6 | Other securities | — | — | $100K | 5.4% | |
| OneAmerica Vanguard 500 Index Adm | Common Collective Trusts | — | — | $95K | 5.1% | |
| OneAmerica American Century One Choice Blend Plus 2045 R6 | Other securities | — | — | $82K | 4.4% | |
| OneAmerica Columbia Sel Large Val Inst3 | Other securities | — | — | $70K | 3.7% | |
| OneAmerica American Century One Choice Blend Plus 2050 R6 | Other securities | — | — | $50K | 2.7% | |
| OneAmerica American Century One Choice Blend Plus 2025 R6 | Other securities | — | — | $38K | 2.1% | |
| OneAmerica America Funds Washington Mutual R6 | Other securities | — | — | $37K | 2.0% | |
| OneAmerica American Century One Choice Blend Plus 2065 R6 503 * OneAmerica American Century Growth R6 | Other securities | — | — | $29K | 1.5% | |
| OneAmerica American Century One Choice Blend Plus 2015 R6 | Other securities | — | — | $26K | 1.4% | |
| OneAmerica Gtg Core Plus Bond CL R1 | Other securities | — | — | $14K | 0.8% | |
| OneAmerica Lord Abbett Developing Growth Fund Class R6 | Mutual Funds | — | — | $13K | 0.7% | |
| Participants Participant Loans Rates from 10.00% to 10.50% - | Bonds / Notes | — | — | $12K | 0.6% | |
| OneAmerica America Funds Cap World Growth & Income R6 | Other securities | — | — | $12K | 0.6% | |
| OneAmerica PGIM High-Yield Fund R6 | Other securities | — | — | $10K | 0.5% | |
| OneAmerica Vanguard Int-Term Bond Idx Adm 620 OneAmerica Vanguard Dev Mkts Idx Adm | Common Collective Trusts | — | — | $7K | 0.4% | |
| OneAmerica America Funds Europac Growth R6 | Other securities | — | — | $5K | 0.3% | |
| OneAmerica PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $5K | 0.3% | |
| OneAmerica Vanguard Small Cap Index Adm | Mutual Funds | — | — | $5K | 0.3% | |
| OneAmerica Blackrock Mid-Cap Gro Equity K | Other securities | — | — | $2K | 0.1% | |
| OneAmerica American Century One Choice Blend Plus 2020 R6 | Other securities | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
