Megan Mizanin signed Profusion Industries, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Profusion Industries, LLC's EIN is 46-4864575.
Download the official 2023 Form 5500 (PDF) for Profusion Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Profusion Industries, LLC's plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA, LLC | 54-1172176 | — | N/A | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | 26-4310632 | — | N/A | $66K | — |
| FIRST STATE TRUST CO | 13-3124172 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Cusip:922908744 Total Exchanged Traded Funds Equity | Other securities | — | $2.2M | $3.2M | 25.6% | |
| Cusip:92204A306 3,175.0000 Vanguard Large Cap ETF | Mutual Funds | — | $412K | $836K | 6.7% | |
| Cusip:99YA78GU6 Total Savings Accounts - Own | Other securities | — | $784K | $784K | 6.3% | |
| Cusip:922908611 4,178.0000 Vanguard Value ETF | Mutual Funds | — | $505K | $729K | 5.8% | |
| Cusip:95000U2N2 Total Corp Bonds Domestic | Common Stocks | — | $656K | $656K | 5.2% | |
| Savings, CD's & Time Deposits Savings Accounts - Own 419,074.2000 MSBNA PREFERRED SAVINGS- QC | Other securities | — | $419K | $419K | 3.3% | |
| Cusip:99YA78EB0 365,152.8700 MSPBNA PREFERRED SAVINGS- QC | Other securities | — | $365K | $365K | 2.9% | |
| Cusip:46432F842 5,108.0000 Ishares Core MSCI Emerging | Other securities | — | $259K | $293K | 2.3% | |
| Cusip:595017104 479.9620 Microsoft Corp | Common Stocks | — | $85K | $207K | 1.6% | |
| Cusip:3800FD9Q0 182,361.7000 Morgan Stanley Bank Deposit | Other securities | — | $182K | $182K | 1.5% | |
| Cusip:922908637 743.0000 Vanguard Mid-Cap Growth Index Fund ETF | Common Collective Trusts | — | $104K | $181K | 1.4% | |
| Cusip:922908538 779.0000 Vanguard Mid-Cap Value Index ETF | Mutual Funds | — | $91K | $131K | 1.0% | |
| Cusip:922908595 637.0000 Vanguard Small Cap Value ETF | Mutual Funds | — | $88K | $128K | 1.0% | |
| 10/15/26 Cusip:91282CJC6 121,000.0000 UNITED STATES TREAS NTS 3.7500% | U.S. Treasuries | — | $119K | $121K | 1.0% | |
| 06/30/27 Cusip:91282CEW7 119,000.0000 United States Treas Nts 4.0000% | U.S. Treasuries | — | $118K | $119K | 1.0% | |
| Cusip:922908512 413.0000 Vanguard Small Cap Growth ETF | Mutual Funds | — | $72K | $110K | 0.9% | |
| Cusip:109194100 621.1860 Broadcom Inc | Common Stocks | — | $21K | $107K | 0.9% | |
| 02/15/26 Cusip:91282CGL9 101,000.0000 United States Treas Nts 4.1250% | U.S. Treasuries | — | $100K | $102K | 0.8% | |
| 08/15/25 Cusip:91282CFE6 102,000.0000 United States Treas Nts 3.2500% | U.S. Treasuries | — | $99K | $101K | 0.8% | |
| 07/15/26 Cusip:91282CHM6 98,000.0000 United States Treas Nts 4.6250% | U.S. Treasuries | — | $98K | $100K | 0.8% | |
| Cusip:02079K305 496.0000 Amazon Com Inc | Common Stocks | — | $55K | $92K | 0.7% | |
| Cusip:58733R102 747.0000 Merck & Co Inc | Common Stocks | — | $64K | $85K | 0.7% | |
| Cusip:69351T106 485.0000 Procter & Gamble Co | Common Stocks | — | $63K | $84K | 0.7% | |
| Cusip:666807102 690.0000 Nvidia Corp | Common Stocks | — | $4K | $84K | 0.7% | |
| U.S. Treasury Obligations U.S. Treasury Bonds & Notes 82,000.0000 United States Of America 4.2500% | U.S. Treasuries | — | $82K | $82K | 0.7% | |
| Cusip:695156109 126.6800 Parker Hannifin Corp | Common Stocks | — | $21K | $80K | 0.6% | |
| Cusip:233331107 286.7080 Danaher Corp | Common Stocks | — | $53K | $80K | 0.6% | |
| Cusip:002824100 386.7060 AbbVie Inc | Common Stocks | — | $42K | $76K | 0.6% | |
| Cusip:464287721 300.0000 Vaneck Vectors ETF Semiconductors | Other securities | — | $34K | $74K | 0.6% | |
| Cusip:72352L106 371.5940 Pnc Financial Services Group | Common Stocks | — | $48K | $69K | 0.5% | |
| Cusip:009066101 383.0000 Alphabet Inc Cl A | Common Stocks | — | $49K | $64K | 0.5% | |
| Cusip:46120E602 295.6850 J P Morgan Chase & Co | Common Stocks | — | $40K | $62K | 0.5% | |
| 09/22/27 Cusip:46647PCP9 Total Corp Bonds Variable | Common Stocks | — | $57K | $61K | 0.5% | |
| Cusip:92532F100 211.4060 Visa Inc-Class A | Common Stocks | — | $36K | $58K | 0.5% | |
| Cusip:526057104 95.0000 Lennox International Inc. | Common Stocks | — | $21K | $57K | 0.5% | |
| Cusip:816851109 62.8280 Servicenow Inc. | Common Stocks | — | $35K | $56K | 0.4% | |
| Cusip:372460105 134.2400 Home Depot Inc | Common Stocks | — | $29K | $54K | 0.4% | |
| Cusip:744573106 315.1270 Qualcomm Inc | Common Stocks | — | $30K | $54K | 0.4% | |
| Cusip:871607107 119.2180 Teledyne Technologies Inc | Common Stocks | — | $52K | $52K | 0.4% | |
| Cusip:526107107 58.0000 Lilly Eli & Co | Common Stocks | — | $7K | $51K | 0.4% | |
| Cusip:46434G103 526.8230 Ishares Tr | Other securities | — | $41K | $51K | 0.4% | |
| Cusip:50189K103 268.0000 Lennar Corp | Common Stocks | — | $14K | $50K | 0.4% | |
| Cusip:594918104 671.0000 Mondelez International Inc | Common Stocks | — | $39K | $49K | 0.4% | |
| Cusip:437076102 236.9940 Honeywell Intl Inc | Common Stocks | — | $48K | $49K | 0.4% | |
| Cusip:464287549 322.0000 iShares US Technology | Other securities | — | $41K | $49K | 0.4% | |
| Cusip:37954Y715 98.8080 Invesco QQQ Trust | Mutual Funds | — | $42K | $48K | 0.4% | |
| Cusip:573874104 155.5460 Mc Donald's Corporation | Common Stocks | — | $32K | $47K | 0.4% | |
| Cusip:459200101 76.0200 Intuit | Other securities | — | $43K | $47K | 0.4% | |
| Cusip:00287Y109 91.0000 Adobe Systems Inc | Common Stocks | — | $25K | $47K | 0.4% | |
| NASDQ ARTFCIAL Cusip:33738R720 1,435.0000 Global X Robotics & Artfcl Intllgnc | Other securities | — | $41K | $46K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| N/A |
| $14K |
| — |
