Daniel Joyce signed Precoa, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precoa, LLC's EIN is 76-0750087.
Download the official 2024 Form 5500 (PDF) for Precoa, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precoa, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Fidelity Freedom 2050 K Fund | Mutual Funds | — | — | $3.1M | 12.1% | |
| Company (FMTC) * FMTC Fidelity Freedom 2055 K Fund | Mutual Funds | — | — | $2.8M | 11.1% | |
| FMTC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 10.7% | |
| FMTC Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | — | $2.5M | 9.9% | |
| FMTC Fidelity Freedom 2030 K Fund | Mutual Funds | — | — | $1.9M | 7.4% | |
| FMTC Fidelity Freedom 2045 K Fund | Mutual Funds | — | — | $1.6M | 6.3% | |
| FMTC Fidelity Freedom 2035 K Fund | Mutual Funds | — | — | $1.5M | 6.1% | |
| FMTC Fidelity Freedom 2040 K Fund | Mutual Funds | — | — | $1.1M | 4.4% | |
| FMTC Fidelity Freedom 2060 K Fund | Mutual Funds | — | — | $735K | 2.9% | |
| FMTC Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $667K | 2.6% | |
| Deutsche Investment Deutsche Large Cap Focus Growth | Other securities | — | — | $587K | 2.3% | |
| Management Americas Inc. S Fund * FMTC Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $523K | 2.1% | |
| FMTC Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $491K | 1.9% | |
| FMTC Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $446K | 1.8% | |
| FMTC Fidelity Magellan Fund | Mutual Funds | — | — | $429K | 1.7% | |
| FMTC Fidelity Balanced Fund | Mutual Funds | — | — | $394K | 1.6% | |
| Participant loans Notes receivable from participants, with maturity dates ranging from April 2025 to May 2033 and interest rates of 3.75% to 4.25% - | Bonds / Notes | — | — | $371K | 1.5% | |
| FMTC Fidelity Freedom 2025 K Fund | Mutual Funds | — | — | $367K | 1.5% | |
| FMTC Fidelity Government Money Market Fund | Mutual Funds | — | — | $347K | 1.4% | |
| FMTC Fidelity Small Cap Value Fund | Mutual Funds | — | — | $344K | 1.4% | |
| FMTC Fidelity International Index Fund | Common Collective Trusts | — | — | $273K | 1.1% | |
| FMTC Fidelity Fund | Mutual Funds | — | — | $268K | 1.1% | |
| FMTC Fidelity Freedom 2065 K Fund | Mutual Funds | — | — | $259K | 1.0% | |
| FMTC Fidelity High Income Fund | Mutual Funds | — | — | $179K | 0.7% | |
| Artisan Partners Limited Partnership Artisan Mid Cap Value Investor Fund | Other securities | — | — | $164K | 0.6% | |
| Pacific Investment Management PIMCO Total Return Admin Fund | Mutual Funds | — | — | $156K | 0.6% | |
| Company LLC (PIMCO) Columbia Management Columbia Select Mid Cap Growth | Mutual Funds | — | — | $143K | 0.6% | |
| Investment Advisers, LLC Fund I * FMTC Fidelity Emerging Markets Fund | Mutual Funds | — | — | $139K | 0.5% | |
| FMTC Fidelity International Discovery Fund | Mutual Funds | — | — | $136K | 0.5% | |
| FMTC Fidelity Freedom 2020 K Fund | Mutual Funds | — | — | $134K | 0.5% | |
| FMTC Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $133K | 0.5% | |
| FMTC Fidelity Freedom 2015 K Fund | Mutual Funds | — | — | $123K | 0.5% | |
| FMTC Fidelity Select Consumer Staples | Mutual Funds | — | — | $84K | 0.3% | |
| Virtus Investment Partners, Inc. Virtus NFJ Dividend Value Inst Fund | Common Stocks | — | — | $50K | 0.2% | |
| (VRTS) * FMTC Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $47K | 0.2% | |
| FMTC Fidelity Government Income Fund | Mutual Funds | — | — | $40K | 0.2% | |
| FMTC Fidelity Leveraged Company Stock Fund | Mutual Funds | — | — | $33K | 0.1% | |
| FMTC Fidelity Short-Term Treasury Bond | U.S. Treasuries | — | — | $27K | 0.1% | |
| Index Fund VRTS Virtus NFJ Small-Cap Value Fund | Common Collective Trusts | — | — | $21K | <0.1% | |
| Class A * FMTC Fidelity Canada Fund | Mutual Funds | — | — | $16K | <0.1% | |
| FMTC Fidelity Freedom Income K | Mutual Funds | — | — | $5K | <0.1% | |
| FMTC Fidelity Freedom 2010 K Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
