Richard Tatum signed Praetorian Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Praetorian Group, Inc.'s EIN is 67-1671011.
Download the official 2024 Form 5500 (PDF) for Praetorian Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Praetorian Group, 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 |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Instl Prem Mutual fund | Common Collective Trusts | — | — | $2.6M | 21.8% | |
| Schwab Total Stock Market Index Mutual fund | Common Collective Trusts | — | — | $2.4M | 20.4% | |
| Fidelity International Index InstlPrm Mutual fund | Mutual Funds | — | — | $1.7M | 14.2% | |
| Fidelity Emerging Markets Idx Instl Prm Mutual fund | Common Collective Trusts | — | — | $708K | 6.0% | |
| Schwab US Broad Market ETF Mutual fund | Mutual Funds | — | — | $684K | 5.8% | |
| Schwab US Aggregate Bd Index Mutual fund | Mutual Funds | — | — | $626K | 5.3% | |
| Fidelity US Bond Index Insl Prem Mutual fund | Mutual Funds | — | — | $618K | 5.2% | |
| iShares Core S&P 500 ETF Mutual fund | Common Collective Trusts | — | — | $556K | 4.7% | |
| Fidelity Long-Term Trs Bd Idx Instl Prm Mutual fund | Common Collective Trusts | — | — | $484K | 4.1% | |
| Schwab US Large-Cap Growth ETF Mutual fund | Mutual Funds | — | — | $305K | 2.6% | |
| Vanguard Short Term Treasury ETF Mutual fund ** 316 Vanguard Total World Stock ETF Mutual fund | Mutual Funds | — | — | $261K | 2.2% | |
| iSharesCore S&P Total US Stock MKT ETF Mutual fund | Other securities | — | — | $195K | 1.7% | |
| iSharesCore Total USO Bond Market ETF Mutual fund ** 785 iShares Core US Aggregate Bond ETF Mutual fund | Other securities | — | — | $169K | 1.4% | |
| Vanguard Information Technology ETF Mutual fund | Mutual Funds | — | — | $98K | 0.8% | |
| Schwab Emerging Market & Equity ETF Mutual fund ** 845 Schwab International Equity ETF Mutual fund | Mutual Funds | — | — | $77K | 0.7% | |
| Vaneck Fallen Angel High Yield Mutual fund ** 454 SPDR S&P 600 Small Cap Growth Mutual fund | Other securities | — | — | $60K | 0.5% | |
| Vanguard Cash Reserves Federal Money Market Fund A Money market fund | Mutual Funds | — | — | $48K | 0.4% | |
| Vanguard Value ETF Mutual fund | Mutual Funds | — | — | $44K | 0.4% | |
| iShares Core SSP Small-Cap ETF Mutual fund | Other securities | — | — | $40K | 0.3% | |
| With varying maturity dates through 2029 and interest rates ranging from * Notes receivable from participants 5.75% to 9.50% | Bonds / Notes | — | — | $37K | 0.3% | |
| iShares Edge MSCI USA Quality Mutual fund | Other securities | — | — | $33K | 0.3% | |
| Schwab Treasury Inflation Pro Sec. Ind Fund Sel Mutual fund | U.S. Treasuries | — | — | $26K | 0.2% | |
| iShares Short Treasury Bond ETF Mutual fund ** 316 Schwab Short-Term US Treasury Mutual fund ** 387 Vanguard High-Yield Corporate Adm Mutual fund | U.S. Treasuries | — | — | $16K | 0.1% | |
| Vanguard Emerging Mkts Bnd-Adm Mutual fund | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Short Term Tips Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard FTSE Emerging Markets ETF Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| iShares Broad USD High Yield Mutual fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard FTSE All-Wld EX-US Small-Cap ETF Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| SPDR S&P 600 S/C Value Fund Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
