Richard Ortiz signed Proctor & Proctor, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proctor & Proctor, Inc.'s EIN is 59-0411230.
Download the official 2022 Form 5500 (PDF) for Proctor & Proctor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Proctor & Proctor, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.5M | 97.9% | |
| [Assets held in participant loans] | Other | — | — | $99K | 1.5% |
