JACE Thompson signed Propeller, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Propeller, Inc.'s EIN is 45-5286846.
Download the official 2024 Form 5500 (PDF) for Propeller, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Propeller, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-0127290 | — | RECORDKEEPER/BOOKKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCLARO VALUATION ADVISORS | 46-0553969 | — | VALUATION SERVICES | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Propeller, Inc. Common stock 5,261,250 | Common Stocks | — | — | $7.1M | 85.5% | |
| Federated Hermes Instl Prime Value Cash and cash equivalents | Cash / Money Market | — | $883K | $883K | 10.6% | |
| Goldman Sachs Finl Sq Govt Fd Cash and cash equivalents | Cash / Money Market | — | $319K | $319K | 3.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENT FIDUCIARY SERV LLC | 82-1818132 | — | TRUSTEE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES AND ROTH PC | 93-0819646 | — | ACCOUNTANT | $13K | — |
