Debra George signed Procaps Laboratories, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Procaps Laboratories, Inc.'s EIN is 88-0359750.
Download the official 2024 Form 5500 (PDF) for Procaps Laboratories, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Procaps Laboratories, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $66K | — |
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 Freedom 2040 Fund Mutual fund | Mutual Funds | — | — | $3.4M | 10.7% | |
| Fidelity Technology Fund Mutual fund | Mutual Funds | — | — | $3.3M | 10.5% | |
| Fidelity Freedom 2035 Fund Mutual fund | Mutual Funds | — | — | $3.2M | 10.4% | |
| Fidelity Freedom 2030 Fund Mutual fund | Mutual Funds | — | — | $3.2M | 10.1% | |
| Fidelity Freedom 2045 Fund Mutual fund | Mutual Funds | — | — | $2.6M | 8.2% | |
| JPMorgan Large Cap Growth Fund Mutual fund | Other securities | — | — | $2.3M | 7.3% | |
| Fidelity Freedom 2020 Fund Mutual fund | Mutual Funds | — | — | $2.0M | 6.3% | |
| Fidelity Freedom 2050 Fund Mutual fund | Mutual Funds | — | — | $1.6M | 5.0% | |
| Fidelity Freedom 2025 Fund Mutual fund | Mutual Funds | — | — | $1.5M | 4.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $966K | 3.1% | |
| Fidelity Freedom 2055 Fund Mutual fund | Mutual Funds | — | — | $862K | 2.8% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $659K | 2.1% | |
| Participant Notes Interest rates from 3.25% to 8.50% $0 | Bonds / Notes | — | — | $640K | 2.0% | |
| Fidelity Freedom 2015 Fund Mutual fund | Mutual Funds | — | — | $575K | 1.8% | |
| Fidelity Freedom 2060 Fund Mutual fund | Mutual Funds | — | — | $448K | 1.4% | |
| American Funds Capital Income Builder Fund Mutual fund | Mutual Funds | — | — | $394K | 1.3% | |
| TRowePrice New Horizons Fund Mutual fund | Other securities | — | — | $256K | 0.8% | |
| Brokeragelink - Common Stock Self-directed brokerage account | Self-Directed Brokerage | — | — | $253K | 0.8% | |
| MFS Value Fund Mutual fund | Mutual Funds | — | — | $250K | 0.8% | |
| Fidelity Freedom 2065 Fund Mutual fund | Mutual Funds | — | — | $243K | 0.8% | |
| Fidelity Money Market Fund Money market fund | Mutual Funds | — | — | $243K | 0.8% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Mutual fund | Other securities | — | — | $189K | 0.6% | |
| Brokeragelink - Unit Self-directed brokerage account | Self-Directed Brokerage | — | — | $188K | 0.6% | |
| Eaton Vance High Income Opportunity Fund Mutual fund | Other securities | — | — | $184K | 0.6% | |
| Invesco Developing Markets Fund Mutual fund | Mutual Funds | — | — | $174K | 0.6% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $165K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $164K | 0.5% | |
| Pimco Total Return Fund Mutual fund | Mutual Funds | — | — | $149K | 0.5% | |
| Franklin Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $144K | 0.5% | |
| Brokeragelink - Cert of Deposit Self-directed brokerage account | Self-Directed Brokerage | — | — | $136K | 0.4% | |
| Invesco Global Focus Fund Mutual fund | Mutual Funds | — | — | $125K | 0.4% | |
| Fidelity Mid Cap Value Fund Mutual fund | Mutual Funds | — | — | $104K | 0.3% | |
| Goldman Sachs International Small Cap Mutual fund | Other securities | — | — | $93K | 0.3% | |
| Insights Fund Franklin Gold and Precious Metals Fund Mutual fund | Mutual Funds | — | — | $88K | 0.3% | |
| Fidelity Freedom 2010 Fund Mutual fund | Mutual Funds | — | — | $84K | 0.3% | |
| MFS Aggressive Growth Fund Mutual fund | Mutual Funds | — | — | $71K | 0.2% | |
| MFS Government Securities Fund Mutual fund | Mutual Funds | — | — | $61K | 0.2% | |
| MFS Utilities Fund Mutual fund | Mutual Funds | — | — | $53K | 0.2% | |
| Templeton Foreign Fund Mutual fund | Mutual Funds | — | — | $48K | 0.2% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $47K | 0.1% | |
| Templeton Global Bond Fund Mutual fund | Mutual Funds | — | — | $43K | 0.1% | |
| Fidelity Materials Fund Mutual fund | Mutual Funds | — | — | $42K | 0.1% | |
| Blackrock Inflation Protected Bond Fund Mutual fund | Other securities | — | — | $40K | 0.1% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $38K | 0.1% | |
| Nuveen Real Estate Fund Mutual fund | Mutual Funds | — | — | $38K | 0.1% | |
| Templeton Personal Strategy Income Fund Mutual fund | Mutual Funds | — | — | $18K | <0.1% | |
| MFS Growth Allocation Fund Mutual fund | Mutual Funds | — | — | $17K | <0.1% | |
| Brokeragelink - Cash Self-directed brokerage account | Self-Directed Brokerage | — | — | $16K | <0.1% | |
| MFS Emerging Markets Debt Fund Mutual fund | Mutual Funds | — | — | $15K | <0.1% | |
| (continued) * Fidelity Freedom Income Fund Mutual fund | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.