Stephany LOWE signed Procureability Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Procureability Inc.'s EIN is 45-2404673.
Download the official 2022 Form 5500 (PDF) for Procureability Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Procureability 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Large Cap Index Fund Class A Registered Investment Company | Common Collective Trusts | — | — | $905K | 20.6% | |
| JPMorgan Total Return Fund Class A Shares Registered Investment Company | Common Stocks | — | — | $384K | 8.7% | |
| JPMorgan SmartRetirement 2055 A Registered Investment Company | Common Stocks | — | — | $335K | 7.6% | |
| iShares MSCI EAFE International Index Fund Investor A Shares Registered Investment Company | Common Collective Trusts | — | — | $283K | 6.5% | |
| JPMorgan SmartRetirement 2040 A Registered Investment Company | Common Stocks | — | — | $200K | 4.5% | |
| JPMorgan SmartRetirement 2060 A Registered Investment Company | Common Stocks | — | — | $199K | 4.5% | |
| Total non interest bearing cash Registered Investment Companies American Century Disciplined Core Value Fund Class A Registered Investment Company | Cash / Money Market | — | — | $184K | 4.2% | |
| Janus Henderson Enterprise Fund Class A Registered Investment Company | Mutual Funds | — | — | $170K | 3.9% | |
| JPMorgan Emgerging Market Equity Fund Class A Registered Investment Company | Common Stocks | — | — | $156K | 3.6% | |
| Fidelity Advisor Mid Cap Value A Registered Investment Company | Mutual Funds | — | — | $154K | 3.5% | |
| JPMorgan SmartRetirement 2035 A Registered Investment Company | Common Stocks | — | — | $138K | 3.2% | |
| Franklin Growth Series Class A Registered Investment Company | Mutual Funds | — | — | $128K | 2.9% | |
| Columbia Mid Cap Index Fund Class A Registered Investment Company | Common Collective Trusts | — | — | $127K | 2.9% | |
| Janus Henderson Balanced Fund Class A Registered Investment Company | Mutual Funds | — | — | $116K | 2.6% | |
| Goldman Sachs Small Cap Growth Insights Fund Class A Registered Investment Company | Common Stocks | — | — | $99K | 2.2% | |
| JPMorgan SmartRetirement 2025 A Registered Investment Company | Common Stocks | — | — | $95K | 2.2% | |
| BlackRock Highl Yield Bond Portfolio Investor A Shares Registered Investment Company | Common Stocks | — | — | $82K | 1.9% | |
| JPMorgan SmartRetirement 2045 A Registered Investment Company | Common Stocks | — | — | $79K | 1.8% | |
| JPMorgan SmartRetirement 2030 A Registered Investment Company | Common Stocks | — | — | $77K | 1.8% | |
| Columbia Small Cap Index Fund Class A Registered Investment Company | Common Collective Trusts | — | — | $76K | 1.7% | |
| Invesco Gold & Special Minderals Fund Class A Registered Investment Company | Mutual Funds | — | — | $70K | 1.6% | |
| AB Global Bond Fund Class A Registered Investment Company | Common Stocks | — | — | $52K | 1.2% | |
| JPMorgan SmartRetirement 2050 A Registered Investment Company | Common Stocks | — | — | $48K | 1.1% | |
| JPMorgan Small Cap Value Fund Class A Registered Investment Company | Common Stocks | — | — | $45K | 1.0% | |
| DWS RREEF Real Estate Securities Fund - Class A Registered Investment Company | Common Stocks | — | — | $40K | 0.9% | |
| Interest-Bearing Cash Mid Atlantic Master Cash Account Interest-Bearing Cash ** 4 AB Government Money Market Portfolio Class K Interest-Bearing Cash | Cash / Money Market | — | — | $35K | 0.8% | |
| Participant Loans Interest rates at (4.25%~4.75%) $0 | Bonds / Notes | — | — | $31K | 0.7% | |
| Fidelity Advisor Intl A Registered Investment Company | Mutual Funds | — | — | $27K | 0.6% | |
| Goldman Sachs Inflation Protected Securities Fund Clas Shares Registered Investment Company | Common Stocks | — | — | $20K | 0.5% | |
| BlackRock Global Allocation Fund, Inc. Investor A Shares Registered Investment Company | Common Stocks | — | — | $14K | 0.3% | |
| JPMorgan SmartRetirement Income A Registered Investment Company | Common Stocks | — | — | $9K | 0.2% | |
| Federated Hermes International Strategic Value Dividend Fund Class A Shares Registered Investment Company | Common Stocks | — | — | $6K | 0.1% | |
| JPMorgan SmartRetirement 2020 A Registered Investment Company | Common Stocks | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
