Carrie Gruman signed Productivity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Productivity, Inc.'s EIN is 41-0945575.
Download the official 2024 Form 5500 (PDF) for Productivity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Productivity, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $56K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS I | 41-1812533 |
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 | |||||
|---|---|---|---|---|---|---|
| TROWE PRICE ALLCAP OPPS INV | Registered Investment Companies | — | — | $7.4M | 12.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $6.5M | 11.2% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $5.8M | 9.9% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $3.7M | 6.3% | |
| AM FND CAP WORLD GR AND INC-A | Registered Investment Companies | — | — | $3.5M | 6.1% | |
| HARTFORD TR BOND FUND R6 | Registered Investment Companies | — | — | $3.2M | 5.4% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $3.1M | 5.4% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.1% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $2.3M | 3.9% | |
| T ROWE PRICE MID CAP VALUE I | Registered Investment Companies | — | — | $2.0M | 3.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.0M | 3.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.6M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.5M | 2.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.5M | 2.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $1.4M | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.4M | 2.3% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $1.2M | 2.1% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $832K | 1.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $752K | 1.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $729K | 1.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $665K | 1.1% | |
| AMERICAN BALANCED A | Registered Investment Companies | — | — | $644K | 1.1% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $438K | 0.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $390K | 0.7% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $273K | 0.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $214K | 0.4% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $204K | 0.4% | |
| PIM GLOB BD OPP USDHDG - INST | Registered Investment Companies | — | — | $204K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $188K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $25K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $18K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $17K | <0.1% | |
| MORLEY STABLE VALUE 70 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / 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.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $68K |
| — |
