Dana Marshall signed Pro*ACT, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pro*ACT, LLC's EIN is 77-0437487.
Download the official 2024 Form 5500 (PDF) for Pro*ACT, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pro*ACT, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $1.4M | 14.3% | |
| Participant-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.1M | 12.2% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $773K | 8.2% | |
| BlackRock Lifepath Index 2040 K Fund | Other securities | — | — | $721K | 7.7% | |
| Neuberger Berman Large Cap Value R6 Fund | Other securities | — | — | $626K | 6.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $487K | 5.2% | |
| BlackRock Lifepath Index 2030 K Fund | Other securities | — | — | $483K | 5.1% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $478K | 5.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $375K | 4.0% | |
| Fidelity Management & Research Advisor Equity Growth Fund - Class Z | Mutual Funds | — | — | $364K | 3.9% | |
| American Funds American High-Income Trust R6 Fund | Mutual Funds | — | — | $352K | 3.7% | |
| PGIM Jennison International Opportunities R6 Fund | Other securities | — | — | $278K | 3.0% | |
| BlackRock Inflation Protection Bond Fund K | Other securities | — | — | $277K | 2.9% | |
| Charles Schwab Investment Mgmt Schwab Fundamental US Small Company Index Fund | Common Collective Trusts | — | — | $276K | 2.9% | |
| DFA Emerging Markets Institutional Fund | Mutual Funds | — | — | $227K | 2.4% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $188K | 2.0% | |
| Carillon Eagle Mid Cap Growth R6 Fund | Other securities | — | — | $184K | 2.0% | |
| Notes Receivable from Participants | Other securities | — | — | $183K | 1.9% | |
| Fidelity Advisor Value Z Fund | Mutual Funds | — | — | $182K | 1.9% | |
| PGIM Jennison Small Company R6 Fund | Common Stocks | — | — | $149K | 1.6% | |
| Fidelity Management & Research Advisor Technology Fund - Class Z | Mutual Funds | — | — | $84K | 0.9% | |
| BlackRock Lifepath Index 2050 K Fund | Other securities | — | — | $65K | 0.7% | |
| BlackRock Lifepath Index 2045 K Fund | Other securities | — | — | $64K | 0.7% | |
| BlackRock Lifepath Index 2055 K Fund | Other securities | — | — | $56K | 0.6% | |
| DFA Real Estate Securities I Fund | Mutual Funds | — | — | $43K | 0.5% | |
| BlackRock Lifepath Index 2065 K Fund | Other securities | — | — | $8K | <0.1% | |
| BlackRock Lifepath Index 2060 K Fund | Other securities | — | — | $5K | <0.1% | |
| BlackRock Lifepath Index 2035 K Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
