Kathryn Desmidt signed Pro-TEC Fire Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pro-TEC Fire Services, Inc.'s EIN is 39-1260881.
Download the official 2024 Form 5500 (PDF) for Pro-TEC Fire Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pro-TEC Fire Services, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACKERLAND BROKERAGE | — | GREEN BAY, WI | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADVISOR EQUITY GR A | Registered Investment Companies | — | — | $1.1M | 15.3% | |
| STATE ST TARG RET 2045 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 355 | Common Collective Trust | — | — | $604K | 8.5% | |
| STATE ST TARG RET 2050 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 356 | Common Collective Trust | — | — | $532K | 7.5% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $510K | 7.2% | |
| STATE ST TARG RET 2030 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 352 | Common Collective Trust | — | — | $505K | 7.1% | |
| STATE ST TARG RET 2035 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 353 | Common Collective Trust | — | — | $363K | 5.1% | |
| STATE ST TARG RET 2040 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 354 | Common Collective Trust | — | — | $327K | 4.6% | |
| STATE ST TARG RET 2060 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 453 | Common Collective Trust | — | — | $293K | 4.1% | |
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $223K | 3.2% | |
| T ROWE PRICE US TREA MONEY | Registered Investment Companies | — | — | $202K | 2.9% | |
| STATE ST TARG RET 2025 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 351 | Common Collective Trust | — | — | $195K | 2.8% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $191K | 2.7% | |
| MFS INTL GROWTH FUND - R3 | Registered Investment Companies | — | — | $186K | 2.6% | |
| STATE ST TARG RET 2055 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 357 | Common Collective Trust | — | — | $173K | 2.5% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $173K | 2.4% | |
| FEDERATED MDT SMALL CAP CORE A | Registered Investment Companies | — | — | $168K | 2.4% | |
| CARILLON EAGLE MID CAP GR - A | Registered Investment Companies | — | — | $150K | 2.1% | |
| AC STRAT ALLOC CONS FUND - A 743 REGISTERED INVESTMENT COMPANY BNY MELLON DYNAMIC VALUE A | Registered Investment Companies | — | — | $139K | 2.0% | |
| AMERICAN FUNDS SMCAP WLRD -R3 | Registered Investment Companies | — | — | $130K | 1.8% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $125K | 1.8% | |
| STATE ST TARG RET 2020 IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 350 | Common Collective Trust | — | — | $113K | 1.6% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $106K | 1.5% | |
| PGIM SHORT-TERM CORP BOND - A | Registered Investment Companies | — | — | $91K | 1.3% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $73K | 1.0% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $58K | 0.8% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $53K | 0.7% | |
| GS MID CAP VALUE FUND - A | Registered Investment Companies | — | — | $50K | 0.7% | |
| STATE ST TARG RET SEC LEND IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 358 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
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