Edward Rojas signed Patriot Talent Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patriot Talent Solutions LLC's EIN is 47-1607981.
Download the official 2024 Form 5500 (PDF) for Patriot Talent Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patriot Talent Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Federated Hermes Federated Hermes U.S. Treasury Cash Reserves Fund (1) | Cash / Money Market | — | — | $260K | 21.5% | |
| Schwab S&P 500 Index Fund (1) | Common Collective Trusts | — | — | $209K | 17.3% | |
| MFS Massachusetts Investors Growth Stock Fund (1) | Mutual Funds | — | — | $122K | 10.1% | |
| Vanguard Equity Income Fund (1) | Mutual Funds | — | — | $72K | 6.0% | |
| Vanguard Mid-Cap Index Fund (1) | Common Collective Trusts | — | — | $68K | 5.6% | |
| Schwab Treasury Inflation Protected Sec Index Fund (1) | U.S. Treasuries | — | — | $62K | 5.1% | |
| Vanguard Growth & Income Fund (1) | Mutual Funds | — | — | $57K | 4.8% | |
| Fidelity Small Cap Index Fund (1) | Common Collective Trusts | — | — | $55K | 4.5% | |
| Voya Intermediate Bond Fund (1) | Other securities | — | — | $46K | 3.8% | |
| DFA Emerging Markets Fund (1) | Mutual Funds | — | — | $40K | 3.3% | |
| DFA International Core Equity Fund (1) | Mutual Funds | — | — | $37K | 3.1% | |
| Nuveen Lifecycle Index 2025 Fund (1) 304 Nuveen Lifecycle Index 2050 Fund (1) | Mutual Funds | — | — | $34K | 2.8% | |
| Empower US Government Securities Fund (1) | Other securities | — | — | $29K | 2.4% | |
| DFA International Small Cap Growth Fund (1) | Mutual Funds | — | — | $24K | 2.0% | |
| PGIM High Yield Fund (1) | Other securities | — | — | $18K | 1.5% | |
| Vanguard Short-Term Federal Fund (1) | Mutual Funds | — | — | $16K | 1.3% | |
| Macquarie Mid Cap Growth Fund (1) | Other securities | — | — | $13K | 1.1% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights Fund (1) | Other securities | — | — | $12K | 1.0% | |
| maturing through 2026 (1) | Other securities | — | — | $11K | 0.9% | |
| Vanguard Explorer Fund (1) | Mutual Funds | — | — | $11K | 0.9% | |
| MFS International Growth Fund (1) | Mutual Funds | — | — | $9K | 0.7% | |
| Nuveen Lifecycle Index 2010 Fund (1) | Mutual Funds | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
