Jeffrey EMBT signed Proterra Powered LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proterra Powered LLC's EIN is 93-4129563.
Download the official 2024 Form 5500 (PDF) for Proterra Powered LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proterra Powered LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Lifecycle Index 2055 Mutual Fund | Other securities | — | — | $3.8M | 21.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.6M | 14.3% | |
| Lifecycle Index 2050 Mutual Fund | Other securities | — | — | $2.1M | 11.7% | |
| Lifecycle Index 2060 Mutual Fund | Other securities | — | — | $1.7M | 9.7% | |
| Lifecycle Index 2045 Mutual Fund | Other securities | — | — | $1.2M | 6.6% | |
| Lifecycle Index 2040 Mutual Fund | Other securities | — | — | $971K | 5.4% | |
| Lifecycle Index 2030 Mutual Fund | Other securities | — | — | $791K | 4.4% | |
| Lifecycle Index 2035 Mutual Fund | Other securities | — | — | $654K | 3.6% | |
| Blue Chip Growth Fund Mutual Fund | Other securities | — | — | $638K | 3.5% | |
| Lifecycle Index 2065 Mutual Fund | Other securities | — | — | $518K | 2.9% | |
| Lifecycle Index 2025 Mutual Fund | Other securities | — | — | $413K | 2.3% | |
| Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $247K | 1.4% | |
| Windsor II Fund Mutual Fund | Other securities | — | — | $237K | 1.3% | |
| Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $229K | 1.3% | |
| International Index Fund Mutual Fund | Common Collective Trusts | — | — | $228K | 1.3% | |
| Charles Schwab Government Money Fund Money Market Fund | Mutual Funds | — | — | $221K | 1.2% | |
| Lifecycle Index Retirement Income Mutual Fund | Other securities | — | — | $209K | 1.2% | |
| Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $170K | 0.9% | |
| Participant Loans 3.25 - 9.50% | Bonds / Notes | — | — | $165K | 0.9% | |
| Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $155K | 0.9% | |
| FTSE Social Index Fund Mutual Fund | Common Collective Trusts | — | — | $123K | 0.7% | |
| PIMCO STABLE INCOME FUND SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $112K | 0.6% | |
| U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $98K | 0.5% | |
| Vanguard Explorer Fund Mutual Fund | Mutual Funds | — | — | $96K | 0.5% | |
| Victory Sycamore Established Value Fund I Mutual Fund | Other securities | — | — | $63K | 0.3% | |
| MFS International Diversification Fund Mutual Fund | Mutual Funds | — | — | $60K | 0.3% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $59K | 0.3% | |
| DFA International Sustain Core 1 Portfolio Mutual Fund | Mutual Funds | — | — | $46K | 0.3% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $37K | 0.2% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $26K | 0.1% | |
| Nuveen Core Impact Bond Fund Mutual Fund | U.S. Treasuries | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
