Gordon Walton signed Proformance Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proformance Associates, Inc.'s EIN is 68-0007693.
Download the official 2024 Form 5500 (PDF) for Proformance Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proformance Associates, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| NWK GROUP INC |
| — |
| SAN FRANCISCO, CA |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFORMANCE ASSOCIATES | — | WALNUT CREEK, CA | OTHER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fund Name $ Amount $ Amount MUTUAL FUNDS 1H0106A LARGE CAP GROWTH / JP MORGAN INVST MGMT | Other securities | — | — | $1.4M | 13.7% | |
| 1KGPGW KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $1.2M | 11.6% | |
| 1OIEJX JPMORGAN EQUITY INCOME R6 | Other securities | — | — | $1.1M | 10.5% | |
| 1FXAIX FIDELITY 500 INDEX | Common Collective Trusts | — | — | $843K | 8.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $810K | 7.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $600K | 5.8% | |
| 1RNPGX AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $433K | 4.2% | |
| 1VFITX VANGUARD INTERM-TERM US TREASURY | U.S. Treasuries | — | — | $378K | 3.6% | |
| 1VSORX VICTORY SYCAMORE SMALL COMPANY OPP R6 | Common Stocks | — | — | $370K | 3.6% | |
| 1FIPDX FIDELITY INFLATION PROTECTED BOND INDEX | Mutual Funds | — | — | $345K | 3.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $311K | 3.0% | |
| 1FSMLX FRANKLIN SMALL CAP GROWTH R6 | Mutual Funds | — | — | $300K | 2.9% | |
| 1VFIUX VANGUARD INTERM-TERM TREASURY ADM | Mutual Funds | — | — | $297K | 2.9% | |
| 1VSMAX VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $278K | 2.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $272K | 2.6% | |
| 1VIMAX VANGUARD MID CAP INDEX FUND - ADMIRAL | Common Collective Trusts | — | — | $236K | 2.3% | |
| 1H0089A CORE PLUS BOND / PGIM FUND | Other securities | — | — | $231K | 2.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $174K | 1.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $142K | 1.4% | |
| 1MXJVX EMPOWER INTERNATIONAL VALUE INSTL | Other securities | — | — | $139K | 1.3% | |
| Participant Loans (Interest rates are 4.25% to 9.50% maturing 2025 to 2036) | Bonds / Notes | — | — | $128K | 1.2% | |
| COHEN AND STEERS GLOBAL REALTY CIT COHEN AND STEERS REALTY SHARES · EIN 47-1218827 / PN 002 | Common Collective Trust | — | — | $113K | 1.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $72K | 0.7% | |
| 1DCMSX DFA COMMODITY STRATEGY I | Mutual Funds | — | — | $72K | 0.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $63K | 0.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $55K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $16K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $2K | <0.1% |
