Darrell Moore signed Procept Biorobotics Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Procept Biorobotics Corporation's EIN is 26-0199180.
Download the official 2024 Form 5500 (PDF) for Procept Biorobotics Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Procept Biorobotics Corporation'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 Index | Common Collective Trusts | — | — | $6.5M | 16.7% | |
| FID Freedom 2050 K6 | Mutual Funds | — | — | $4.8M | 12.2% | |
| FID Freedom 2045 K6 | Mutual Funds | — | — | $4.0M | 10.3% | |
| FID Freedom 2055 K6 | Mutual Funds | — | — | $3.3M | 8.4% | |
| FID Freedom 2040 K6 | Mutual Funds | — | — | $3.2M | 8.2% | |
| MFS Growth R6 | Mutual Funds | — | — | $2.2M | 5.7% | |
| FID Freedom 2035 K6 | Mutual Funds | — | — | $2.1M | 5.3% | |
| FID Freedom 2030 K6 | Mutual Funds | — | — | $2.0M | 5.3% | |
| FID Freedom 2025 K6 | Mutual Funds | — | — | $2.0M | 5.2% | |
| FID Freedom 2060 K6 | Mutual Funds | — | — | $1.4M | 3.6% | |
| FID Extd Mkt Idx | Common Collective Trusts | — | — | $986K | 2.5% | |
| FID Intl Index | Mutual Funds | — | — | $927K | 2.4% | |
| FID Govt Mmkt K6 | Mutual Funds | — | — | $672K | 1.7% | |
| MFS Value R6 | Mutual Funds | — | — | $669K | 1.7% | |
| JPM Core Bond R6 | Other securities | — | — | $636K | 1.6% | |
| Wasatch Global Investors Wasatch Core Gr Inst | Other securities | — | — | $635K | 1.6% | |
| Per Annum, Collateralized by Participants' Vested Account Balances, Maturing through August 2034 | Other securities | — | — | $569K | 1.5% | |
| Victory Sycamore Victory S Est Val R6 | Other securities | — | — | $556K | 1.4% | |
| JP Morgan JPM Emrg Mkts Eq R6 | Other securities | — | — | $439K | 1.1% | |
| FID Freedom 2065 K6 | Mutual Funds | — | — | $354K | 0.9% | |
| Victory S SMCO OPR6 | Other securities | — | — | $259K | 0.7% | |
| MFS Mid Cap Grth R6 | Mutual Funds | — | — | $258K | 0.7% | |
| FID Freedom 2020 K6 | Mutual Funds | — | — | $229K | 0.6% | |
| Fidelity FID US Bond Idx | Common Collective Trusts | — | — | $223K | 0.6% | |
| American Funds AF Europac Growth R6 | Mutual Funds | — | — | $59K | 0.2% | |
| FID FREEDOM INC K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
