NELY Mendoza signed Procurement Advisors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Procurement Advisors LLC's EIN is 45-4216515.
Download the official 2024 Form 5500 (PDF) for Procurement Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Procurement Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.
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 | $2K | — |
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 Total Mkt Idx Mutual fund | Common Collective Trusts | — | — | $2.3M | 27.5% | |
| Blackrock Lp Idx 2055 K Mutual fund | Common Collective Trusts | — | — | $825K | 10.0% | |
| Blackrock Lp Idx 2045 K Mutual fund | Common Collective Trusts | — | — | $727K | 8.8% | |
| Blackrock Lp Idx 2060 K Mutual fund | Common Collective Trusts | — | — | $548K | 6.6% | |
| Ab Lg Cap Grth Z Mutual fund | Other securities | — | — | $544K | 6.6% | |
| Fidelity Brokerage account | Self-Directed Brokerage | — | — | $543K | 6.5% | |
| Blackrock Lp Idx 2050 K Mutual fund | Common Collective Trusts | — | — | $522K | 6.3% | |
| Blackrock Lp Idx 2040 K Mutual fund | Common Collective Trusts | — | — | $509K | 6.1% | |
| Fidelity Mid Cap Idx Mutual fund | Common Collective Trusts | — | — | $379K | 4.6% | |
| Af New World R6 Mutual fund | Other securities | — | — | $212K | 2.6% | |
| Fidelity Sm Cap Idx Mutual fund | Common Collective Trusts | — | — | $202K | 2.4% | |
| Mfs Intl Divrsn R6 Mutual fund | Mutual Funds | — | — | $201K | 2.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $178K | 2.1% | |
| JP Morgan Equity Income R6 Mutual fund | Other securities | — | — | $176K | 2.1% | |
| Blackrock Lp Idx 2065 K Mutual fund | Common Collective Trusts | — | — | $121K | 1.5% | |
| Fidelity Us Bond Idx Mutual fund | Common Collective Trusts | — | — | $66K | 0.8% | |
| Blackrock Lp Idx 2030 K Mutual fund | Common Collective Trusts | — | — | $56K | 0.7% | |
| Fidelity Total Intl Idx Mutual fund | Common Collective Trusts | — | — | $52K | 0.6% | |
| Blackrock Lp Idx 2025 K Mutual fund - Blackrock Lp Idx 2035 K Mutual fund | Common Collective Trusts | — | — | $36K | 0.4% | |
| Blackrock Tot Return K Mutual fund | Other securities | — | — | $35K | 0.4% | |
| Blackrock Lp Index Retirement Mutual fund | Other securities | — | — | $3K | <0.1% | |
| PIMCO Intl Bond Fund Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Infl Pr Bd Idx Mutual fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
