Gerard Leval signed Paul USA, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paul USA, Inc.'s EIN is 27-5254574.
Download the official 2023 Form 5500 (PDF) for Paul USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Paul USA, 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 |
|---|---|---|---|---|---|
| ADP, LLC | 13-3036745 | — | RECORD KEEPER | $360 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCOR FINANCIAL SERVICES CORPORAT | — | MEDWAY, MA |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2020-R 49 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $60K | 41.9% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $29K | 20.5% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $27K | 18.7% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $7K | 5.2% | |
| PUTNAM MORTGAGE SECURITIES A 49 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $4K | 2.9% | |
| FIDELITY ADVISOR LARGE CAP A 49 REGISTERED INVESTMENT COMPANY EAV ATL CAPITAL SMID CP A 368 REGISTERED INVESTMENT COMPANY JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $2K | 1.7% | |
| INVESCO OPP INTL GROWTH - A 49 REGISTERED INVESTMENT COMPANY MFS INTL INTRINSIC VALUE - R2 102 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $2K | 1.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $2K | 1.3% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $2K | 1.1% | |
| T.ROWE PRICE RETIREMENT 2015-R 37 REGISTERED INVESTMENT COMPANY LEGG MASON BW GLB OP BD A 49 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1K | 1.0% | |
| CLEARBRIDGE SMALL CAP GROWTH A | Registered Investment Companies | — | — | $1K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $1K | 1.0% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $107 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
