Shirley Horner signed Presidio Components, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Presidio Components, Inc.'s EIN is 95-3456375.
Download the official 2024 Form 5500 (PDF) for Presidio Components, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Presidio Components, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $18.4M | 41.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $5.9M | 13.1% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $3.5M | 7.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.3M | 7.4% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $1.7M | 3.7% | |
| NUVTIAA LC 2035 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| NUVTIAA LC 2030 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.1M | 2.5% | |
| NUVTIAA LC 2025 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $1.1M | 2.5% | |
| NUVTIAA LC 2040 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $963K | 2.1% | |
| NUVTIAA LC 2045 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $833K | 1.9% | |
| FIDELITY PURITAN K6 | Registered Investment Companies | — | — | $778K | 1.7% | |
| NUVTIAA LC 2055 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $585K | 1.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $529K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $509K | 1.1% | |
| FIDELITY GOVERNMENT INCOME | Registered Investment Companies | — | — | $484K | 1.1% | |
| NUVTIAA LC 2050 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $329K | 0.7% | |
| SCHWAB TREAS INFL PROT SEC IDX | Registered Investment Companies | — | — | $306K | 0.7% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $270K | 0.6% | |
| FID CANADA FUND | Registered Investment Companies | — | — | $207K | 0.5% | |
| NUVTIAA LC 2020 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $174K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $168K | 0.4% | |
| PIMCO STOCKSPLUS SMALL I | Registered Investment Companies | — | — | $137K | 0.3% | |
| FIDELITY EMERGING MARKETS FUND | Registered Investment Companies | — | — | $125K | 0.3% | |
| FIDELITY VALUE FUND | Registered Investment Companies | — | — | $101K | 0.2% | |
| FID SELECT MED TECH DEV PT | Registered Investment Companies | — | — | $100K | 0.2% | |
| NUVTIAA LC 2060 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $99K | 0.2% | |
| NUVTIAA LC INCOME J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $89K | 0.2% | |
| NUVTIAA LC 2065 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $76K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $51K | 0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $43K | <0.1% | |
| FIDELITY SEL HEALTH CARE SVC | Registered Investment Companies | — | — | $39K | <0.1% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $37K | <0.1% | |
| FIDELITY SELECT HEALTH CARE | Registered Investment Companies | — | — | $24K | <0.1% | |
| NUVTIAA LC 2015 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $23K | <0.1% | |
| NUVTIAA LC 2010 J SEI TRUST COMPANY · EIN 27-2402927 / PN 043 | Common Collective Trust | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
