ANN Connor signed Prosoco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prosoco, Inc.'s EIN is 48-1123149.
Download the official 2024 Form 5500 (PDF) for Prosoco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prosoco, Inc.'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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 45-5091060 | — | NONE | $83K | — |
| TPP RETIREMENT PLAN SPECIALISTS LLC | 20-1301962 | — | NONE | $23K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Funds iShares S&P 500 Index K | Common Collective Trusts | — | — | $5.3M | 24.7% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $2.9M | 13.8% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $2.7M | 12.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $2.5M | 11.5% | |
| Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $2.1M | 9.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.2M | 5.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $1.1M | 4.9% | |
| Fidelity Investors Fidelity Small Cap Value Index | Mutual Funds | — | — | $778K | 3.6% | |
| Fidelity Investors Fidelity Large Cap Growth Idx Instl Prm | Common Collective Trusts | — | — | $679K | 3.2% | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fu | Mutual Funds | — | — | $608K | 2.8% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I | Mutual Funds | — | — | $424K | 2.0% | |
| Notes Receivable From Participants * Participant Loans Various maturity dates through August 2027; interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $289K | 1.3% | |
| Money Market Fund JP Morgan Chase Bank, N.A. Retirement Cash Account | Cash / Money Market | — | — | $176K | 0.8% | |
| Fidelity Investors Fidelity Large Cap Value Index Prm Inst | Mutual Funds | — | — | $166K | 0.8% | |
| Fidelity Investors Fidelity Mid Cap Value Index | Mutual Funds | — | — | $129K | 0.6% | |
| Fidelity Investors Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $120K | 0.6% | |
| Schwab Value Advantage | Mutual Funds | — | — | $88K | 0.4% | |
| Individually Directed Accounts | Other securities | — | — | $80K | 0.4% | |
| Fidelity Investors Fidelity Small Cap Growth Index | Mutual Funds | — | — | $74K | 0.3% | |
| Dimensional Fund Advisors DFA Intermediate Govt Fixed-Income I | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
