Sandra Ordonez signed Probity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Probity, Inc.'s EIN is 47-2933881.
Download the official 2024 Form 5500 (PDF) for Probity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Probity, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $125K | — |
| NEWPORT GROUP INC | 27-2037969 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.5M | 14.8% | |
| Fidelity 500 Index Fund | Mutual Funds | — | — | $7.0M | 13.8% | |
| PRIN LIFETIME HYBR 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.0M | 12.0% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $4.4M | 8.7% | |
| PRIN LIFETIME HYBR 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.5M | 6.9% | |
| PRIN LIFETIME HYBR 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 6.7% | |
| PRIN LIFETIME HYBR 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.8M | 5.6% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $1.4M | 2.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 2.7% | |
| Fidelity Advisor Worldwide Z Fund | Mutual Funds | — | — | $1.1M | 2.2% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $958K | 1.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $921K | 1.8% | |
| PRIN LIFETIME HYBR 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $799K | 1.6% | |
| T. Rowe Price Institutional Floating Rate Fund | Bonds / Notes | — | — | $782K | 1.5% | |
| PRIN LIFETIME HYBR 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $704K | 1.4% | |
| PRIN LIFETIME HYBR 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $668K | 1.3% | |
| PRIN LIFETIME HYBR 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $647K | 1.3% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $646K | 1.3% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $580K | 1.1% | |
| Vanguard International Value Inv Fund | Mutual Funds | — | — | $528K | 1.0% | |
| Allspring Global Investments Special Mid Cap Value R6 Fund | Other securities | — | — | $448K | 0.9% | |
| Vanguard FTSE All-World Ex-Us Small Cap Index Admiral Fund | Mutual Funds | — | — | $410K | 0.8% | |
| Participant Loan maturity dates ranging from 2025 through 2031 | Participant loans | — | — | $389K | 0.8% | |
| Columbia Management Advisors Col Seligman Global Technology I3 Fund | Other securities | — | — | $366K | 0.7% | |
| Franklin Gold and Precious Metals R6 Fund | Mutual Funds | — | — | $359K | 0.7% | |
| Vanguard Lifestrategy Conservative Growth Inv Fund | Mutual Funds | — | — | $349K | 0.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $338K | 0.7% | |
| CBOE Vest Us Large Cap 10% Buffer Strategies Y Fund | Other securities | — | — | $301K | 0.6% | |
| Vanguard Health Care Admiral Fund | Mutual Funds | — | — | $298K | 0.6% | |
| Fidelity Short-Term Bond Index Fund | Common Collective Trusts | — | — | $257K | 0.5% | |
| Vanguard Total World Stock Index Admiral Fund | Mutual Funds | — | — | $255K | 0.5% | |
| RIN LIFETIME HYBR 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $248K | 0.5% | |
| Vanguard High-Yield Corporate Adm Fund | Mutual Funds | — | — | $188K | 0.4% | |
| Vanguard Lifestrategy Moderate Growth Inv Fund | Mutual Funds | — | — | $176K | 0.3% | |
| Vanguard Energy Index Admiral Fund | Mutual Funds | — | — | $172K | 0.3% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $168K | 0.3% | |
| Blackrock Global Allocation K Fund | Other securities | — | — | $36K | <0.1% | |
| Fidelity Inflation-Protection Bond Index Fund | Common Collective Trusts | — | — | $32K | <0.1% | |
| Fidelity International Bond Index Fund | Common Collective Trusts | — | — | $26K | <0.1% | |
| MFS Emerging Markets Debt R6 Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT U PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSHIRE ADVISORS LLC |
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | OTHER SERVICES | $0 | — |
| AMERIPRISE FINANCIAL SERVICES INC | 51-6041053 | — | OTHER SERVICES | $0 | — |
