Kathleen Clark signed Provenir Group Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Provenir Group Holdings, LLC's EIN is 30-0806184.
Download the official 2024 Form 5500 (PDF) for Provenir Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Provenir Group Holdings, LLC'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, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.7M | 21.1% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.5M | 12.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.3M | 10.4% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $1.1M | 8.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $953K | 7.5% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $793K | 6.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $660K | 5.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $492K | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $492K | 3.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $452K | 3.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $437K | 3.5% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $334K | 2.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $268K | 2.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $267K | 2.1% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $192K | 1.5% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $164K | 1.3% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $142K | 1.1% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $82K | 0.6% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $80K | 0.6% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $67K | 0.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $42K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $26K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $28K |
| — |
