Judie Foster-Lupkin signed Proact, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proact, Inc.'s EIN is 23-7239408.
Download the official 2023 Form 5500 (PDF) for Proact, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Proact, 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 |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | BROKER DEALER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX SHELTERED COMPENSATION | 41-0955056 | MAPLE GROVE, MN | TPA | — | — |
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 | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY CONTRACT D VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9.2M | 90.1% | |
| and Annuity Company * Voya Index Solution 2040 Portfolio Z | Common Stocks | — | — | $1.4M | 13.6% | |
| Voya Index Solution 2030 Portfolio Z | Other securities | — | — | $1.1M | 10.7% | |
| Voya Index Solution 2035 Portfolio Z | Other securities | — | — | $958K | 9.4% | |
| Voya Index Solution 2050 Portfolio Z | Other securities | — | — | $832K | 8.2% | |
| Voya Index Solution 2025 Portfolio Z | Other securities | — | — | $732K | 7.2% | |
| JPMorgan Lrg Cp Growth Fnd R6 | Other securities | — | — | $687K | 6.7% | |
| Similar Part Description of Asset Cost Current Value * Voya Retirement Insurance Investment Contract - Voya Fixed Account | Other securities | — | — | $676K | 6.6% | |
| Voya Index Solution 2055 Portfolio Z | Other securities | — | — | $534K | 5.2% | |
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $466K | 4.6% | |
| Voya Index Solution 2045 Portfolio Z | Other securities | — | — | $392K | 3.8% | |
| American Funds EuroPacific R6 | Mutual Funds | — | — | $240K | 2.4% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $217K | 2.1% | |
| American Funds Wash Mtual R6 | Mutual Funds | — | — | $203K | 2.0% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $177K | 1.7% | |
| Neuberger Berman Md Cap Grw Fnd R6 | Other securities | — | — | $177K | 1.7% | |
| Voya Index Solution 2060 Portfolio Z | Other securities | — | — | $172K | 1.7% | |
| American Funds Am Balanced R6 | Mutual Funds | — | — | $152K | 1.5% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $128K | 1.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $116K | 1.1% | |
| Vanguard Total Intl Stk Index Fd Adm | Mutual Funds | — | — | $101K | 1.0% | |
| Participants loans due in various amounts through May 2029, with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $88K | 0.9% | |
| DFA Global Real Estate Sec Port Inst | Mutual Funds | — | — | $81K | 0.8% | |
| American Funds NW Prspctv R6 | Mutual Funds | — | — | $65K | 0.6% | |
| DFA U.S. Targeted Value Port Inst | Mutual Funds | — | — | $57K | 0.6% | |
| Voya Index Solution Income Port Z | Other securities | — | — | $51K | 0.5% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $50K | 0.5% | |
| American Funds Cap Wd BD R6 | Mutual Funds | — | — | $30K | 0.3% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $27K | 0.3% | |
| ClrBrg SmCp Grw FD IS | Other securities | — | — | $24K | 0.2% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $13K | 0.1% | |
| DFA Intl Prot Sec Port Ins | Mutual Funds | — | — | $10K | <0.1% | |
| Voya Index Solution 2065 Portfolio Z | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
