Adriane Perkins signed Protex's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Protex's EIN is 27-4016266.
Download the official 2024 Form 5500 (PDF) for Protex from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Protex'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, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K | Common Collective Trusts | — | — | $546K | 22.9% | |
| Fidelity Freedom Index 2045 Premie | Mutual Funds | — | — | $332K | 14.0% | |
| Fidleity Freedom Index 2055 Premie | Other securities | — | — | $208K | 8.7% | |
| iShares MSCI EAFE Intl Index ** 457 Vanguard Intermediate Term B0 ** 482 Fidelity Freedom Index 2040 Premie | Mutual Funds | — | — | $189K | 7.9% | |
| Fidelity Freedom Index 2035 Premie | Mutual Funds | — | — | $144K | 6.0% | |
| Fidelity Freedom Index 2050 Premie | Mutual Funds | — | — | $122K | 5.1% | |
| Vanguard Mid Cap Index - Adm | Mutual Funds | — | — | $122K | 5.1% | |
| Fidelity Freedom Index 2030 Premie | Mutual Funds | — | — | $95K | 4.0% | |
| JP Morgan Equity Income Fund R | Other securities | — | — | $95K | 4.0% | |
| Fidelity Freedom Index 2025 Premie | Mutual Funds | — | — | $90K | 3.8% | |
| Fidelity Freedom Index 2065 Premie | Mutual Funds | — | — | $71K | 3.0% | |
| Fidelity Free Index 2015 Prem ** 232 Blackrock High Yield Bond K ** 659 DFA Commodity Strat Port Inst ** 102 Fidelity Freedom Index 2060 Premie | Mutual Funds | — | — | $67K | 2.8% | |
| Participant loans Interest rates range from 7.50% to 10.50% - | Bonds / Notes | — | — | $64K | 2.7% | |
| T. Rowe Price Dividend Gr I | Other securities | — | — | $45K | 1.9% | |
| GS Inflation Protected SEC R6 ** 862 AMF Growth Fund of America R6 | Other securities | — | — | $33K | 1.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $33K | 1.4% | |
| PRI Real Estate Securities R6 | Other securities | — | — | $32K | 1.3% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | — | $18K | 0.7% | |
| Vanguard Sm Cap Val Index Adm | Mutual Funds | — | — | $16K | 0.7% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $16K | 0.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $15K | 0.6% | |
| Vanguard Emg Mkts Stk Idx Adm | Common Collective Trusts | — | — | $8K | 0.3% | |
| MFS Total Return - R6 | Mutual Funds | — | — | $6K | 0.2% | |
| T. Rowe Price Overseas Stock | Other securities | — | — | $5K | 0.2% | |
| Fidelity Freedom Index Inc Premier | Mutual Funds | — | — | $3K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | 0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | 0.1% | |
| Fidelity Freedom Index 2020 Premie | Mutual Funds | — | — | $2K | <0.1% | |
| Blackrock Total Return K | Other securities | — | — | $2K | <0.1% |
