Mark Freeman signed Pro Directional's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pro Directional's EIN is 33-1173262.
Download the official 2024 Form 5500 (PDF) for Pro Directional from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pro Directional'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | RETAINED BY EMPLOYER | $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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund 150,741 shares | Mutual Funds | — | $151K | $2.9M | 16.0% | |
| American Funds 2045 Target Date Retirement Fund 128,615 shares | Mutual Funds | — | $129K | $2.7M | 15.2% | |
| American Funds 2050 Target Date Retirement Fund 108,299 shares | Mutual Funds | — | $108K | $2.3M | 12.7% | |
| American Funds 2025 Target Date Retirement Fund 114,520 shares | Mutual Funds | — | $115K | $1.7M | 9.7% | |
| Vanguard 500 Index Fund 27,66 shares | Common Collective Trusts | — | — | $1.5M | 8.4% | |
| American Funds 2040 Target Date Retirement Fund 68,447 shares | Mutual Funds | — | $68K | $1.4M | 7.9% | |
| American Funds 2055 Target Date Retirement Fund 29,407 shares | Mutual Funds | — | $29K | $777K | 4.3% | |
| American Funds 2030 Target Date Retirement Fund 44,323 shares | Mutual Funds | — | $44K | $766K | 4.3% | |
| JPMorgan Large Cap Value Fund 34,377 shares | Other securities | — | $34K | $679K | 3.8% | |
| MORLEY STABLE VALUE CL 25-I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $19K | $575K | 3.2% | |
| American Funds 2010 Target Date Retirement Fund 46,323 shares | Mutual Funds | — | $46K | $538K | 3.0% | |
| JPMorgan Large Cap Growth Fund 5,707 shares | Other securities | — | $6K | $478K | 2.7% | |
| PIMCO Income Fund 27,419 shares | Mutual Funds | — | $27K | $288K | 1.6% | |
| American Funds 2020 Target Date Retirement Fund 18,017 shares | Mutual Funds | — | $18K | $243K | 1.4% | |
| American Funds 2060 Target Date Retirement Fund 13,394 shares | Mutual Funds | — | $13K | $240K | 1.3% | |
| Fidelity International Index Fund 2,649 shares | Common Collective Trusts | — | $3K | $126K | 0.7% | |
| Carillon Scout Mid Cap Fund 4,943 shares | Other securities | — | $5K | $115K | 0.6% | |
| Macquarie Emerging Markets Fund 4,771 shares | Other securities | — | $5K | $97K | 0.5% | |
| Vanguard Total Bond Market Index Fund 10,043 shares | Common Collective Trusts | — | $10K | $95K | 0.5% | |
| Allspring Special Mid-Cap Value Fund 1,887 shares | Other securities | — | $2K | $90K | 0.5% | |
| DFA Real Estate Securities Portfolio Fund 1,967 shares | Mutual Funds | — | $2K | $79K | 0.4% | |
| Dodge & Cox Income Fund 5,150 shares | Mutual Funds | — | $5K | $64K | 0.4% | |
| Vanguard Small Cap Index Fund 515 shares | Common Collective Trusts | — | — | $59K | 0.3% | |
| Nationwide Geneva Small Cap Growth Fund 378 shares | Other securities | — | — | $33K | 0.2% | |
| MFS International Equity Fund 9,77 shares | Mutual Funds | — | — | $33K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund 23 shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| CORE PLUS BOND FUND II R1 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND III R1 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL | — | THE WOODLANDS, TX | RETAINED BY EMPLOYER | $48K | — |
