Teresa SOTO VEGA signed P.R.O.C.E.E.D. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P.R.O.C.E.E.D. Inc.'s EIN is 22-2088378.
Download the official 2024 Form 5500 (PDF) for P.R.O.C.E.E.D. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P.R.O.C.E.E.D. 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 |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $2.2M | 30.5% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $1.2M | 17.2% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $666K | 9.4% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $547K | 7.7% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $480K | 6.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $440K | 6.2% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $413K | 5.8% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $376K | 5.3% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $175K | 2.5% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $129K | 1.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $101K | 1.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $85K | 1.2% | |
| JOHN HANCOCK INTL GROWTH I | Registered Investment Companies | — | — | $63K | 0.9% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $6K | <0.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
