ADAM Carlson signed Priorityone Capital Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Priorityone Capital Corporation's EIN is 64-0672305.
Download the official 2024 Form 5500 (PDF) for Priorityone Capital Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Priorityone Capital Corporation'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FNBB CAPITAL MARKETS LLC | — | BIRMINGHAM, AL | INVESTMENT ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Fund, 107,182 shares | Mutual Funds | — | $107K | $2.2M | 16.9% | |
| American Funds 2030 Target Date Fund, 62,197 shares | Mutual Funds | — | $62K | $1.1M | 8.3% | |
| American Funds 2050 Target Date Fund, 44,196 shares | Mutual Funds | — | $44K | $924K | 7.1% | |
| American Funds 2045 Target Date Fund, 43,092 shares | Mutual Funds | — | $43K | $914K | 7.0% | |
| American Funds 2025 Target Date Fund, 53,220 shares | Mutual Funds | — | $53K | $808K | 6.2% | |
| American Funds Washington Mutual, 12,516 shares | Mutual Funds | — | $13K | $771K | 5.9% | |
| American Funds 2020 Target Date Fund, 51,757 shares | Mutual Funds | — | $52K | $697K | 5.4% | |
| American Funds Smallcap World, 9,195 shares | Mutual Funds | — | $9K | $644K | 4.9% | |
| Franklin Rising Dividends Fund, 6,377 shares | Mutual Funds | — | $6K | $567K | 4.4% | |
| American Funds 2035 Target Date Fund, 23,292 shares | Mutual Funds | — | $23K | $443K | 3.4% | |
| s, continued * American Funds New Perspective, 7,124 shares | Mutual Funds | — | $7K | $443K | 3.4% | |
| American Funds 2055 Target Date Fund, 15,179 shares | Mutual Funds | — | $15K | $401K | 3.1% | |
| American Funds Inc Fund of America, 14,908 shares | Mutual Funds | — | $15K | $364K | 2.8% | |
| Fidelity 500 Index, 1,717 shares | Common Collective Trusts | — | $2K | $351K | 2.7% | |
| Collective trust fund Federated Capital Preservation Fund, 34,206 shares | Common Collective Trusts | — | $34K | $342K | 2.6% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $342K | 2.6% | |
| American Funds Fundamental Invs, 3,545 shares | Mutual Funds | — | $4K | $286K | 2.2% | |
| American Funds American Balanced, 7,869 shares | Mutual Funds | — | $8K | $270K | 2.1% | |
| American Funds 2070 Target Date Fund, 26 shares 280 * American Funds AMCAP, 5,522 shares | Mutual Funds | — | $6K | $242K | 1.9% | |
| American Funds New World Fund, 3,029 shares | Mutual Funds | — | $3K | $233K | 1.8% | |
| American Funds Capital Income Builders, 2,712 shares | Mutual Funds | — | $3K | $187K | 1.4% | |
| Victory Small Company Opportunity Fund, 3,874 shares | Common Stocks | — | $4K | $182K | 1.4% | |
| American Funds 2060 Target Date Fund, 9,389 shares | Mutual Funds | — | $9K | $168K | 1.3% | |
| s * American Funds 2010 Target Date Fund, 12,729 shares | Mutual Funds | — | $13K | $148K | 1.1% | |
| American Funds 2065 Target Date Fund, 5,694 shares | Mutual Funds | — | $6K | $100K | 0.8% | |
| American Funds US Government, 5,680 shares | Mutual Funds | — | $6K | $67K | 0.5% | |
| Vanguard Growth Index, 212 shares | Mutual Funds | — | — | $45K | 0.3% | |
| American Funds Europacific Growth, 751 shares | Mutual Funds | — | — | $40K | 0.3% | |
| Franklin Utilities Fund, 1,515 shares | Mutual Funds | — | $2K | $34K | 0.3% | |
| American Funds American HI Inc, 3,408 shares | Mutual Funds | — | $3K | $33K | 0.3% | |
| Invesco Real Estate Fund, 1,324 shares | Mutual Funds | — | $1K | $22K | 0.2% | |
| Interest-bearing accounts * American Funds US Government Money Market, 1,333 shares | Mutual Funds | — | $1K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
