Cheri LOYD signed Protrans International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Protrans International, LLC's EIN is 35-1907022.
Download the official 2024 Form 5500 (PDF) for Protrans International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Protrans International, LLC'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL CORP | 93-1253576 | — | NONE | $69K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $132 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 a | Mutual Funds | — | — | $4.9M | 20.5% | |
| Nuveen Lifecycle Index 2040 R6 a | Mutual Funds | — | — | $3.5M | 14.5% | |
| Nuveen Lifecycle Index 2045 R6 a | Mutual Funds | — | — | $2.7M | 11.1% | |
| Nuveen Lifecycle Index 2030 R6 a | Mutual Funds | — | — | $2.5M | 10.4% | |
| Nuveen Lifecycle Index 2055 R6 a | Mutual Funds | — | — | $2.4M | 9.9% | |
| Nuveen Lifecycle Index 2050 R6 a | Mutual Funds | — | — | $2.2M | 9.1% | |
| Nuveen Lifecycle Index 2025 R6 a | Mutual Funds | — | — | $1.1M | 4.6% | |
| Nuveen Lifecycle Index 2060 R6 a | Mutual Funds | — | — | $823K | 3.4% | |
| Fidelity Investments Fidelity 500 Index a | Common Collective Trusts | — | — | $684K | 2.9% | |
| maturing through December 2034 | Other securities | — | — | $650K | 2.7% | |
| Fidelity Investments Fidelity Total Bond K6 a | Mutual Funds | — | — | $390K | 1.6% | |
| Fidelity Investments Fidelity Us Bond Index a | Mutual Funds | — | — | $384K | 1.6% | |
| Nuveen Lifecycle Index 2020 R6 a | Mutual Funds | — | — | $323K | 1.4% | |
| Nuveen Lifecycle Index 2015 R6 a | Mutual Funds | — | — | $196K | 0.8% | |
| Fidelity Investments Fidelity International Index a | Mutual Funds | — | — | $175K | 0.7% | |
| Insurance contract, at contract value Standard Insurance Company Standard Stable Asset II a | Common Stocks | — | — | $173K | 0.7% | |
| Nuveen Lifecycle Index 2065 R6 a | Mutual Funds | — | — | $157K | 0.7% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $130K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index a | Mutual Funds | — | — | $128K | 0.5% | |
| Fidelity Investments Fidelity Intl Cptl Apprec K6 a | Mutual Funds | — | — | $105K | 0.4% | |
| Invesco Discovery R6 a | Mutual Funds | — | — | $103K | 0.4% | |
| T. Rowe Price Group, Inc. T. Rowe Price Diversified Mid Cap Gr I a | Common Stocks | — | — | $75K | 0.3% | |
| Fidelity Investments Fidelity Mid Cap Index a | Mutual Funds | — | — | $71K | 0.3% | |
| Dimensional Fund Advisors DFA Us Targeted Value I a | Mutual Funds | — | — | $53K | 0.2% | |
| Manning & Napier Manning & Napier High Yield Bond Z a | Other securities | — | — | $45K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $45K | 0.2% | |
| MFS Investment Management MFS Mid Cap Value R6 a | Mutual Funds | — | — | $23K | <0.1% | |
| Hartford Mutual Funds Hartford International Value R6 a | Other securities | — | — | $16K | <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 |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | — | CARMEL, IN | INVESTMENT ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $9K | — |
