Jason Heider signed Project Management Advisors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Project Management Advisors, Inc.'s EIN is 36-3888970.
Download the official 2024 Form 5500 (PDF) for Project Management Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Project Management Advisors, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Fund Distributors, Inc. AF TRGT DATE 2040 R4 | Common Stocks | — | — | $4.6M | 13.3% | |
| American Fund Distributors, Inc. AF TRGT DATE 2030 R4 | Common Stocks | — | — | $3.8M | 10.8% | |
| Mellon Investment Corporation BNYM S&P 500 INDEX | Common Collective Trusts | — | — | $3.4M | 9.6% | |
| American Fund Distributors, Inc. AF TRGT DATE 2045 R4 | Common Stocks | — | — | $2.8M | 8.0% | |
| American Fund Distributors, Inc. AF TRGT DATE 2055 R4 | Common Stocks | — | — | $2.6M | 7.4% | |
| American Fund Distributors, Inc. AF TRGT DATE 2050 R4 | Common Stocks | — | — | $2.4M | 7.0% | |
| American Fund Distributors, Inc. AF TRGT DATE 2060 R4 | Common Stocks | — | — | $2.0M | 5.6% | |
| American Fund Distributors, Inc. AF TRGT DATE 2035 R4 | Common Stocks | — | — | $1.8M | 5.2% | |
| Russell 1000 Growth MFS GROWTH R3 | Common Collective Trusts | — | — | $1.6M | 4.6% | |
| American Fund Distributors, Inc. AF TRGT DATE 2025 R4 | Common Stocks | — | — | $1.3M | 3.6% | |
| BlackRock BLKRK HLTH SCI OPS A | Other securities | — | — | $992K | 2.9% | |
| Columbia Threadneedle COL MID CAP IDX A | Common Collective Trusts | — | — | $870K | 2.5% | |
| iShares IS MSCI EAFE INTL A | Other securities | — | — | $859K | 2.5% | |
| Mellon Investment Corporation VICTORY S ESTB VAL A | Common Stocks | — | — | $634K | 1.8% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $634K | 1.8% | |
| Dodge & Cox DODGE & COX STOCK I | Mutual Funds | — | — | $512K | 1.5% | |
| Columbia Threadneedle COL SM CAP IDX A | Common Collective Trusts | — | — | $497K | 1.4% | |
| Federated Hermes FH MDT SM CAP GRTH A | Other securities | — | — | $441K | 1.3% | |
| Fidelity FA ENERGY A | Mutual Funds | — | — | $439K | 1.3% | |
| American Fund Distributors, Inc. AF TRGT DATE 2020 R4 | Common Stocks | — | — | $436K | 1.3% | |
| Calvert Research and Management CALVERT CORE BOND A | Other securities | — | — | $409K | 1.2% | |
| Putnam Investments PUTN HGH YLD ADV A | Mutual Funds | — | — | $314K | 0.9% | |
| Russell 1000 Growth MFS INTL GROWTH R3 | Common Collective Trusts | — | — | $312K | 0.9% | |
| maturing through November 2030) | Other securities | — | — | $280K | 0.8% | |
| PIMCO PIM REAL RETURN A | Mutual Funds | — | — | $202K | 0.6% | |
| Fidelity FA SMALL CAP VAL A | Mutual Funds | — | — | $196K | 0.6% | |
| American Fund Distributors, Inc. AF NEW WORLD R6 | Common Stocks | — | — | $189K | 0.5% | |
| Wilshire US Real Estate Securities NUVEEN REAL ESTATE A | Mutual Funds | — | — | $137K | 0.4% | |
| Mellon Investment Corporation LD ABBETT TOT RTN R4 | Common Stocks | — | — | $104K | 0.3% | |
| Fidelity FA MATERIALS A | Mutual Funds | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
