Kevin Clayton signed Proliant, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proliant, Inc.'s EIN is 20-4094105.
Download the official 2024 Form 5500 (PDF) for Proliant, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proliant, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.9M | 18.6% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $2.3M | 10.9% | |
| Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $1.8M | 8.3% | |
| Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $1.6M | 7.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 7.2% | |
| Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $1.5M | 7.0% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.4M | 6.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.1M | 5.2% | |
| Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $938K | 4.5% | |
| Fidelity Advisor Growth Opps Z | Mutual Funds | — | — | $670K | 3.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $579K | 2.7% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $545K | 2.6% | |
| Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $464K | 2.2% | |
| Federated Hermes Total Return Bond R6 | Other securities | — | — | $458K | 2.2% | |
| Nuveen Real Estate Sec Instl | Mutual Funds | — | — | $371K | 1.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $292K | 1.4% | |
| Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $244K | 1.2% | |
| Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $190K | 0.9% | |
| PGIM High-Yield R6 | Other securities | — | — | $155K | 0.7% | |
| Fidelity Advisor International Growth Z | Mutual Funds | — | — | $147K | 0.7% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $132K | 0.6% | |
| American Funds Smallcap World R6 | Mutual Funds | — | — | $123K | 0.6% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $107K | 0.5% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $99K | 0.5% | |
| AB Small Cap Growth Z | Other securities | — | — | $50K | 0.2% | |
| American Century Short Term Govt R5 | Other securities | — | — | $42K | 0.2% | |
| PIMCO Global Bond Opps Inst | Mutual Funds | — | — | $34K | 0.2% | |
| Empower Cash ** 5 Nuveen Lifecycle Index 2010 | Mutual Funds | — | — | $26K | 0.1% | |
| Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $8K | <0.1% | |
| Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $15K |
| — |
