Jennifer Wyatt signed Portacool, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Portacool, LLC's EIN is 20-5726218.
Download the official 2024 Form 5500 (PDF) for Portacool, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Portacool, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $29K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | RECORDKEEPER | $7K | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $3K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | RECORDKEEPER | $216 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Nw Inv Dest Mod Aggr R6 | Other securities | — | — | $951K | 11.5% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv | Mutual Funds | — | — | $931K | 11.3% | |
| Vanguard Vngrd Trgt Rtrmt 2040 Inv | Mutual Funds | — | — | $672K | 8.2% | |
| * Nationwide Nw Fixed Select Option | Guaranteed Income / GIC | — | — | $537K | 6.5% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv | Mutual Funds | — | — | $536K | 6.5% | |
| Vanguard Vngrd 500 Index Fd As | Common Collective Trusts | — | — | $480K | 5.8% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv | Mutual Funds | — | — | $448K | 5.4% | |
| Vanguard Vngrd Trgt Rtrmt 2025 Inv | Mutual Funds | — | — | $437K | 5.3% | |
| Vanguard Vngrd Trgt Rtrmt 2050 Inv | Mutual Funds | — | — | $240K | 2.9% | |
| VICTORY PIONEER SELECT MD CP GR FUND - Y MUTUAL FUNDS | Other securities | — | — | $203K | 2.5% | |
| Pioneer Pionr Sel Mdcap Gr Y | Other securities | — | — | $203K | 2.5% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv | Mutual Funds | — | — | $198K | 2.4% | |
| Emerald Gr Inst | Other securities | — | — | $187K | 2.3% | |
| Vanguard Vngrd Realest Indx Adml | Mutual Funds | — | — | $156K | 1.9% | |
| PIMCO Stk Plus Sm Inst | Mutual Funds | — | — | $148K | 1.8% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv | Mutual Funds | — | — | $147K | 1.8% | |
| Columbia Col Sel Lgcap Gr Inst2 + 52 Columbia Col Sel Lgcap Val Inst2 + | Other securities | — | — | $145K | 1.8% | |
| VICTORY PIONEER FUNDAMENTAL GRWTH FD - Y MUTUAL FUNDS | Other securities | — | — | $128K | 1.6% | |
| Pioneer Pionr Fdmntl Gr Y | Other securities | — | — | $128K | 1.6% | |
| Vanguard Vngrd Trgt Rtrmt 2020 Inv | Mutual Funds | — | — | $94K | 1.1% | |
| PIMCO Emrgmktlclcrnbd Inst + 30 PIMCO Invmt Grd Cr Bd Inst | Mutual Funds | — | — | $88K | 1.1% | |
| Nationwide Nw Inv Dest Cnsrv R6 | Other securities | — | — | $84K | 1.0% | |
| Fed Hrms Gov Oblgtns Prmr Fed Hrms Gov Oblgtns Prmr 339 Fidelity Fid 500 Indx | Mutual Funds | — | — | $83K | 1.0% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 9.75% - 10.50% | Bonds / Notes | — | — | $77K | 0.9% | |
| through 2029 | Other securities | — | — | $77K | 0.9% | |
| Gughm Hi Yld Inst + | Other securities | — | — | $76K | 0.9% | |
| Vanguard Vngrd Trgt Rtrmt Inc | Mutual Funds | — | — | $76K | 0.9% | |
| Vanguard Vngrd Enrgy Adml + | Mutual Funds | — | — | $73K | 0.9% | |
| Nationwide Nw Inv Dest Mod Cnsrv R6 329 * Nationwide Nw Inv Dest Mod R6 | Other securities | — | — | $54K | 0.7% | |
| DFA Us Vectr Eq Inst | Mutual Funds | — | — | $51K | 0.6% | |
| DODGECOX INTL STK CLASS I MUTUAL FUNDS | Other securities | — | — | $50K | 0.6% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $50K | 0.6% | |
| Fidelity Fid Intl Indx | Mutual Funds | — | — | $50K | 0.6% | |
| GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUNDS | Other securities | — | — | $49K | 0.6% | |
| Nationwide Nw Loomis Allcap Gr R6 | Other securities | — | — | $46K | 0.6% | |
| AVNTS US LGCAP VAL INST MUTUAL FUNDS | Other securities | — | — | $44K | 0.5% | |
| Avantis U.S. Large Cap Value Fund | Other securities | — | — | $44K | 0.5% | |
| JP Morgan Jpm Lgcap Gr R6 | Other securities | — | — | $41K | 0.5% | |
| JP Morgan Jpm Eq Inc R5 | Common Stocks | — | — | $39K | 0.5% | |
| PIMCO Stkplus Ttl Rtn Inst | Mutual Funds | — | — | $38K | 0.5% | |
| Avantis Emerging Markets Equity Fund – Institutional Class | Other securities | — | — | $36K | 0.4% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUNDS | Other securities | — | — | $36K | 0.4% | |
| Fidelity Fidadv Indstrls I + | Mutual Funds | — | — | $35K | 0.4% | |
| Vanguard Vngrd Intl Val Inv | Mutual Funds | — | — | $35K | 0.4% | |
| Fidelity Fidadv Mtrls I + | Mutual Funds | — | — | $34K | 0.4% | |
| Invsco Opp Intl Gr Y | Other securities | — | — | $31K | 0.4% | |
| PIMCO Stkplsintdlrhdg Inst | Mutual Funds | — | — | $30K | 0.4% | |
| PGIM Ttl Rtn Bd R6 | Other securities | — | — | $29K | 0.3% | |
| Invsco Divrs Divd R5 | Other securities | — | — | $28K | 0.3% | |
| Virtus Sga Emerging Markets Equity Fund – Class I | Other securities | — | — | $27K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HILLTOP SECURITIES INC |
| 75-1382137 |
| DALLAS, TX |
| RECORDKEEPER |
| $0 |
| — |
| HILLTOP SECURITIES INC | — | DALLAS, TX | RECORDKEEPER | $0 | — |
