Piero Velarde signed Proven Behavior Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proven Behavior Solutions LLC's EIN is 81-0750364.
Download the official 2024 Form 5500 (PDF) for Proven Behavior Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proven Behavior Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total International Stock Idx Adm Mutual Fund | Common Collective Trusts | — | — | $814K | 28.0% | |
| Vanguard Total Bond Market Idx Adm Mutual Fund | Common Collective Trusts | — | — | $290K | 10.0% | |
| Vanguard Real Estate Idx Adm Mutual Fund | Common Collective Trusts | — | — | $230K | 7.9% | |
| Vanguard Total International Bond Idx Adm Mutual Fund | Common Collective Trusts | — | — | $131K | 4.5% | |
| Notes Receivable from Participants Interest Rate of 8.0% to 9.50% | Bonds / Notes | — | — | $40K | 1.4% | |
| Vanguard Short-Term Inflation-Protected Idx Adm Mutual Fund | Common Collective Trusts | — | — | $16K | 0.5% | |
| Vanguard 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $13K | 0.4% | |
| Vanguard Interim-Term Bond Idx Adm Mutual Fund | Common Collective Trusts | — | — | $4K | 0.1% | |
| Vanguard Growth Index Adm Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Small Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Developed Markets Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Emerging Markets Stock Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| DFA International Value I Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
