Vanessa Urrego signed Pinnacle Transplant Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pinnacle Transplant Technologies' EIN is 27-3684112.
Download the official 2024 Form 5500 (PDF) for Pinnacle Transplant Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pinnacle Transplant Technologies' 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, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.9M | 36.3% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $401K | 7.6% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $386K | 7.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $377K | 7.1% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $374K | 7.1% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $276K | 5.2% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $253K | 4.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $222K | 4.2% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $172K | 3.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $120K | 2.3% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $116K | 2.2% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $99K | 1.9% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $98K | 1.9% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $79K | 1.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $63K | 1.2% | |
| AMC EMERGING MKTS - R6 689 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $46K | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $39K | 0.7% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $31K | 0.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $30K | 0.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $28K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $10K | 0.2% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $2K | <0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $691 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
