ALAN Olson signed Provident Electric, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Provident Electric, Inc.'s EIN is 91-1463668.
Download the official 2024 Form 5500 (PDF) for Provident Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Provident Electric, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | 26-2824668 | ORINDA, CA | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | 26-2824865 | ORINDA, CA | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 22 Charles Schwab Trust Bank American Funds 2060 Target Date | Mutual Funds | — | — | $1.5M | 18.0% | |
| CHARLES SCHWAB AMERICAN FUNDS 2060 TARGET DATE | Mutual Funds | — | — | $1.5M | 17.7% | |
| 23 Charles Schwab Trust Bank American Funds 2055 Target Date | Mutual Funds | — | — | $1.4M | 16.7% | |
| 24 Charles Schwab Trust Bank American Funds 2050 Target Date | Mutual Funds | — | — | $713K | 8.3% | |
| 25 Charles Schwab Trust Bank American Funds 2045 Target Date | Mutual Funds | — | — | $594K | 6.9% | |
| 26 Charles Schwab Trust Bank American Funds 2040 Target Date | Mutual Funds | — | — | $580K | 6.8% | |
| 30 Charles Schwab Trust Bank American Funds 2020 Target Date | Mutual Funds | — | — | $434K | 5.1% | |
| 27 Charles Schwab Trust Bank American Funds 2035 Target Date | Mutual Funds | — | — | $270K | 3.1% | |
| CHARLES SCHWAB S&P 500 INDEX FUND | Common Collective Trusts | — | — | $267K | 3.1% | |
| 28 Charles Schwab Trust Bank American Funds 2030 Target Date | Mutual Funds | — | — | $249K | 2.9% | |
| 14 *Charles Schwab Trust Bank Schwab S&P 500 Index | Common Collective Trusts | — | — | $238K | 2.8% | |
| 1 *Charles Schwab Trust Bank SDBA | Mutual Funds | — | — | $206K | 2.4% | |
| 8 Charles Schwab Trust Bank Blackrock Mid-Cap Growth | Mutual Funds | — | — | $187K | 2.2% | |
| 11 Charles Schwab Trust Bank JPMorgan Large Cap Growth | Mutual Funds | — | — | $178K | 2.1% | |
| CHARLES SCHWAB PCRA ROTH | Self-Directed Brokerage | — | — | $177K | 2.1% | |
| 9 Charles Schwab Trust Bank Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $131K | 1.5% | |
| 6 Charles Schwab Trust Bank Vanguard Small Cap Index Admirial | Mutual Funds | — | — | $117K | 1.4% | |
| 35 Charles Schwab Trust Bank Victory NASDAQ 100 Index | Mutual Funds | — | — | $106K | 1.2% | |
| 16 Charles Schwab Trust Bank Goldman Sachs Small Mid Cap Growth | Mutual Funds | — | — | $72K | 0.8% | |
| 20 Charles Schwab Trust Bank Hood River Small Cap Growth | Mutual Funds | — | — | $59K | 0.7% | |
| 29 Charles Schwab Trust Bank American Funds 2025 Target Date | Mutual Funds | — | — | $53K | 0.6% | |
| 19 Charles Schwab Trust Bank GQG Partners Emerging Markets | Mutual Funds | — | — | $51K | 0.6% | |
| 3 Charles Schwab Trust Bank American Funds EuroPacific Growth | Mutual Funds | — | — | $37K | 0.4% | |
| 17 Charles Schwab Trust Bank JPMorgan Equity Income | Mutual Funds | — | — | $36K | 0.4% | |
| CHARLES SCHWAB GOLDMAN SACHS GQG PRT INTERNATIONAL | Mutual Funds | — | — | $32K | 0.4% | |
| 33 Charles Schwab Trust Bank Nuance Mid Cap Value | Mutual Funds | — | — | $31K | 0.4% | |
| CHARLES SCHWAB PERSONAL CHOICE ACCOUNT | Mutual Funds | — | — | $29K | 0.3% | |
| 5 Charles Schwab Trust Bank Baron Discovery Institutional | Mutual Funds | — | — | $29K | 0.3% | |
| 15 Charles Schwab Trust Bank Cohen & Steers Institutional Realty | Mutual Funds | — | — | $22K | 0.3% | |
| 32 Charles Schwab Trust Bank Janus Henderson Enterprise | Mutual Funds | — | — | $21K | 0.2% | |
| 13 Charles Schwab Trust Bank Oakmark Institutional | Mutual Funds | — | — | $20K | 0.2% | |
| 12 Charles Schwab Trust Bank Parnussus Core Equity Institutional | Mutual Funds | — | — | $16K | 0.2% | |
| 31 Charles Schwab Trust Bank American Funds 2010 Target Date | Mutual Funds | — | — | $16K | 0.2% | |
| 2 *Charles Schwab Trust Bank Schwab Bank Savings Account | Mutual Funds | — | — | $16K | 0.2% | |
| 7 Charles Schwab Trust Bank Fuller & Thaler Behavioral Small Cap | Mutual Funds | — | — | $15K | 0.2% | |
| 21 Charles Schwab Trust Bank American Funds American Balanced | Mutual Funds | — | — | $12K | 0.1% | |
| 10 Charles Schwab Trust Bank Janus Henderson Trition | Mutual Funds | — | — | $4K | <0.1% | |
| 36 Charles Schwab Trust Bank JPMorgan Income | Mutual Funds | — | — | $3K | <0.1% | |
| 18 Charles Schwab Trust Bank Vanguard GNMA Admiral | Agency / Mortgage-Backed | — | — | $2K | <0.1% | |
| 34 Charles Schwab Trust Bank T. Rowe Price Institutional Floating Rate | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
