Barry Siegel signed Provident Financial Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Provident Financial Management LLC's EIN is 87-3051654.
Download the official 2024 Form 5500 (PDF) for Provident Financial Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Provident Financial Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.6M | 13.4% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $2.5M | 12.9% | |
| Principal Financial Group Blue Chip Fund Class R6 | Common Stocks | — | — | $1.9M | 9.6% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $1.5M | 7.8% | |
| MFS Mid Cap Growth Class R6 | Mutual Funds | — | — | $1.4M | 7.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.2M | 6.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.1M | 5.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $853K | 4.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $784K | 4.0% | |
| METLIFE GROUP ANNUITY 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $780K | 4.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $772K | 4.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $668K | 3.4% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $394K | 2.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $371K | 1.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $364K | 1.9% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $308K | 1.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $263K | 1.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $250K | 1.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $231K | 1.2% | |
| American Beacon Small Cap Growth Portfolio Class Z | Other securities | — | — | $223K | 1.2% | |
| MFS International Diversification Class R6 | Mutual Funds | — | — | $195K | 1.0% | |
| various dates through December 2032, collateralized by participant's vested account balance. - | Other securities | — | — | $156K | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $132K | 0.7% | |
| American Funds Balanced Fund Class R6 | Mutual Funds | — | — | $112K | 0.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $94K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $71K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $58K | 0.3% | |
| See accompany ****** ***** * (2) (1) (2) (1) | 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.
