JUDY Burns signed Patriot Machine Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patriot Machine Inc.'s EIN is 43-1581011.
Download the official 2024 Form 5500 (PDF) for Patriot Machine Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patriot Machine 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 | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.9M | 10.7% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $3.9M | 10.7% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $3.5M | 9.6% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $3.3M | 9.0% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $2.9M | 8.0% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.6M | 4.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.5M | 4.0% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.3M | 3.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.3M | 3.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $1.1M | 3.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.1M | 3.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $1.0M | 2.8% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $960K | 2.7% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $613K | 1.7% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $568K | 1.6% | |
| FIDELITY SMALL CAP VALUE INDEX | Registered Investment Companies | — | — | $530K | 1.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $438K | 1.2% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $423K | 1.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $317K | 0.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $258K | 0.7% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $187K | 0.5% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $160K | 0.4% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $127K | 0.4% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
