Carla Poulson signed Prokidney, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prokidney, LLC's EIN is 81-0889991.
Download the official 2024 Form 5500 (PDF) for Prokidney, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prokidney, LLC'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 |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | BROKER DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS RETIREMENT PARTNERS, LLC | 71-0294708 | CONCORD, MA | THIRD PARTY ADMONISTRATOR | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $7.4M | 74.8% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.4M | 24.1% | |
| MYCOMPASS AMERICAN FUNDS 2055 WILMINGTON TRUST · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $1.3M | 13.4% | |
| MYCOMPASS AMERICAN FUNDS 2030 WILMINGTON TRUST · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $1.2M | 12.0% | |
| MYCOMPASS AMERICAN FUNDS 2050 WILMINGTON TRUST · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $1.1M | 11.0% | |
| MYCOMPASS AMERICAN FUNDS 2040 WILMINGTON TRUST · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $857K | 8.7% | |
| MYCOMPASS AMERICAN FUNDS 2045 WILMINGTON TRUST · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $810K | 8.2% | |
| MYCOMPASS AMERICAN FUNDS 2020 WILMINGTON TRUST · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $754K | 7.7% | |
| MYCOMPASS AMERICAN FUNDS 2035 WILMINGTON TRUST · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $631K | 6.4% | |
| MYCOMPASS AMERICAN FUNDS 2060 WILMINGTON TRUST · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $319K | 3.2% | |
| MYCOMPASS AMERICAN FUNDS 2025 WILMINGTON TRUST · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $289K | 2.9% | |
| MYCOMPASS AMERICAN FUNDS 2065 WILMINGTON TRUST · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $100K | 1.0% | |
| [Assets held in participant loans] | Other | — | — | $91K | 0.9% | |
| MYCOMPASS AMERICAN FUNDS 2010 WILMINGTON TRUST · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $19K | 0.2% |
