Torino Fitzgerald signed Process Technology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Process Technology's EIN is 34-1257334.
Download the official 2024 Form 5500 (PDF) for Process Technology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Process Technology's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $4.8M | 20.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $3.6M | 15.5% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $2.6M | 11.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.8M | 7.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $1.6M | 6.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.6M | 6.8% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $0 | $1.6M | 6.8% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $1.1M | 4.6% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $1.0M | 4.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.5% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $1.0M | 4.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.0M | 4.4% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $0 | $909K | 3.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $909K | 3.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $652K | 2.8% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $652K | 2.8% | |
| JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | $0 | $571K | 2.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $571K | 2.4% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $557K | 2.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $557K | 2.4% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $294K | 1.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $294K | 1.3% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $257K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $257K | 1.1% | |
| American Funds AmerMut R6 Fd | Mutual Funds | — | $0 | $256K | 1.1% | |
| Am FdCap Wld Gth and In R6 Fnd | Other securities | — | $0 | $218K | 0.9% | |
| FIDELITY ADV EQ GROWTH Z FUND | Mutual Funds | — | $0 | $213K | 0.9% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $155K | 0.7% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $127K | 0.5% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $127K | 0.5% | |
| iShs MSCI Tot Intl Idx K Fund | Common Collective Trusts | — | $0 | $77K | 0.3% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $41K | 0.2% |
