Larry Kettler signed Procede Software LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Procede Software LP's EIN is 54-2073787.
Download the official 2024 Form 5500 (PDF) for Procede Software LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Procede Software LP'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 | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | $0 | $1.8M | 20.6% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | $0 | $1.4M | 16.2% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | $0 | $1.3M | 15.2% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $775K | 8.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $775K | 8.9% | |
| Prin Intl Equity Index SA-Z | Common Collective Trusts | — | $0 | $710K | 8.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $710K | 8.1% | |
| FIDELITY ADV GOVT INC Z FD | Mutual Funds | — | $0 | $445K | 5.1% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $427K | 4.9% | |
| RETIREPILOT CONSERV 2055 R1 | Other securities | — | $0 | $427K | 4.9% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $303K | 3.5% | |
| Prin Bond Market Index SA-Z | Common Stocks | — | $0 | $303K | 3.5% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $261K | 3.0% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $261K | 3.0% | |
| MID CAP GROWTH R1 FUND | Other securities | — | $0 | $222K | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $177K | 2.0% | |
| FIDELITY ADVISR INTRNL GR Z FD | Mutual Funds | — | $0 | $152K | 1.7% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $152K | 1.7% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $107K | 1.2% | |
| RETIREPILOT CONSERV RET R1 | Other securities | — | $0 | $107K | 1.2% | |
| RETIREPILOT AGG 2065 FUND R1 | Other securities | — | $0 | $98K | 1.1% | |
| CORE BOND R1 FUND | Other securities | — | $0 | $93K | 1.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $93K | 1.1% | |
| RETIREPILOT MOD 2055 FUND R1 | Other securities | — | $0 | $68K | 0.8% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $68K | 0.8% | |
| RETIREPILOT AGG 2045 FUND R1 | Other securities | — | $0 | $68K | 0.8% | |
| AMER CENT EQUITY INC R6 FUND | Common Stocks | — | $0 | $58K | 0.7% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $54K | 0.6% | |
| AMERICAN CENTUR MID-CAP VAL R6 | Other securities | — | $0 | $54K | 0.6% | |
| RETIREPILOT MOD 2065 FUND R1 | Other securities | — | $0 | $49K | 0.6% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $49K | 0.6% | |
| Prin SmCap Value II Sep Acct-Z | Pooled Separate Accounts | — | $0 | $33K | 0.4% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $33K | 0.4% | |
| Participant Loans | Participant loans | — | — | $23K | 0.3% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| SMALL CAP GROWTH FUND II R1 | Other securities | — | $0 | $20K | 0.2% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $13K | 0.2% | |
| RETIREPILOT AGG 2055 FUND R1 | Other securities | — | $0 | $13K | 0.2% | |
| RETIREPILOT AGG RET FUND R1 | Other securities | — | $0 | $11K | 0.1% | |
| RETIREPILOT CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001 | Common Collective Trust | — | — | $11K | 0.1% | |
| RETIREPILOT CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001 | Common Collective Trust | — | — | $9K | 0.1% | |
| PRINCIPAL STABLE VALUE Z FUND | Stable Value | — | $0 | $9K | 0.1% | |
| FLEXPATH IDX+ MOD 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON RETIRE R3 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R3 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT AGG 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $0 | <0.1% |
