Steven Stout signed Propio LS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Propio LS, LLC's EIN is 46-3268968.
Download the official 2024 Form 5500 (PDF) for Propio LS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Propio LS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $15K | — |
| HEALTHEQUITY RETIREMENT SERVICES, L | 82-1222973 | — | NONE | $12K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $830 | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | — | — | $5.9M | 97.5% | |
| Participant Loans (interest rate range 4.25% to 9.50%) | Bonds / Notes | — | — | $59K | 1.0% |
