Kenneth McNerney signed Patented Acquisition Corp. DBA Think Patented's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patented Acquisition Corp. DBA Think Patented's EIN is 20-4558719.
Download the official 2024 Form 5500 (PDF) for Patented Acquisition Corp. DBA Think Patented from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patented Acquisition Corp. DBA Think Patented's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 36-2668272 | — | INVESTMENT PROVIDER | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 5,451 Shares | Common Collective Trusts | — | $5K | $3.0M | 27.8% | |
| JPMorgan Large Cap Growth 30,654 Shares | Other securities | — | $31K | $2.6M | 24.1% | |
| JPMorgan Mid Cap Growth 16,333 Shares | Other securities | — | $16K | $845K | 7.9% | |
| First Eagle Global Fund 12,059 Shares | Other securities | — | $12K | $813K | 7.6% | |
| Fidelity Advisor Investment Gr Bd Z 91,624 Shares | Mutual Funds | — | $92K | $651K | 6.1% | |
| Vanguard Federal Money Market Investor 573,220 Shares | Mutual Funds | — | $573K | $573K | 5.4% | |
| Vanguard Small Cap Value Index Admiral 5,240 Shares | Mutual Funds | — | $5K | $446K | 4.2% | |
| BlackRock LifePath Index 2035 Fund 8,752 Shares | Other securities | — | $9K | $339K | 3.2% | |
| MFS Mid Cap Value 10,521 Shares | Mutual Funds | — | $11K | $334K | 3.1% | |
| MFS Technology Fund 3,658 Shares | Mutual Funds | — | $4K | $265K | 2.5% | |
| BlackRock LifePath Index Retirement Fund 12,100 Shares | Other securities | — | $12K | $263K | 2.5% | |
| Vanguard Short-Term Federal Admiral 14,405 Shares | Mutual Funds | — | $14K | $146K | 1.4% | |
| American Century Small Cap Growth 7 Shares 154 BlackRock LifePath Index 2030 Fund 2,891 Shares | Other securities | — | $3K | $100K | 0.9% | |
| BlackRock LifePath Index 2045 Fund 1,121 Shares | Other securities | — | $1K | $52K | 0.5% | |
| JPMorgan Equity Income Fund 2,039 Shares | Other securities | — | $2K | $49K | 0.5% | |
| BlackRock LifePath Index 2040 Fund 1,034 Shares | Other securities | — | $1K | $44K | 0.4% | |
| Vanguard Small Cap Index Admiral 258 Shares | Mutual Funds | — | — | $30K | 0.3% | |
| International Equity Fund 2,302 Shares | Other securities | — | $2K | $27K | 0.3% | |
| PGIM High Yield 5,412 Shares | Other securities | — | $5K | $26K | 0.2% | |
| Vanguard Mid Cap Index Admiral 63 Shares | Mutual Funds | — | — | $21K | 0.2% | |
| BlackRock LifePath Index 2050 Fund 426 Shares | Other securities | — | — | $20K | 0.2% | |
| PIMCO Income Instl 1,434 Shares | Mutual Funds | — | $1K | $15K | 0.1% | |
| Fidelity Inflation-Prot Bd Index 1,586 Shares | Mutual Funds | — | $2K | $14K | 0.1% | |
| BlackRock LifePath Index 2060 Fund 519 Shares | Other securities | — | — | $13K | 0.1% | |
| BlackRock LifePath Index 2055 Fund 302 Shares | Other securities | — | — | $8K | <0.1% | |
| PEAK CPITAL BALANCE INCOME MATRIX TRUST COMPANY · EIN 75-3182674 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PEAK CAPITOL GLOABL GROWTH MATRIX TRUST COMPANY · EIN 75-3182674 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PEAK CAPITAL INCOME MATRIX TRUST COMPANY · EIN 75-3182674 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PEAK CAPITAL US GROWTH MATRIX TRUST COMPANY · EIN 75-3182674 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
