Derek Pennant-Jones signed Pfluger Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pfluger Architects, Inc.'s EIN is 01-0764100.
Download the official 2024 Form 5500 (PDF) for Pfluger Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pfluger Architects, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP | 76-0500416 | HOUSTON, TX | CONTRACT ADMIN | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 9 Lincoln Financial Group Trust Company, Inc. American Funds 2050 Target Date | Mutual Funds | — | — | $1.1M | 13.3% | |
| 14 Lincoln Financial Group Trust Company, Inc. iShares S&P 500 Index | Common Collective Trusts | — | — | $694K | 8.7% | |
| 6 Lincoln Financial Group Trust Company, Inc. American Funds 2035 Target Date | Mutual Funds | — | — | $576K | 7.2% | |
| 5 Lincoln Financial Group Trust Company, Inc. American Funds 2030 Target Date | Mutual Funds | — | — | $573K | 7.1% | |
| 8 Lincoln Financial Group Trust Company, Inc. American Funds 2045 Target Date | Mutual Funds | — | — | $481K | 6.0% | |
| 10 Lincoln Financial Group Trust Company, Inc. American Funds 2055 Target Date | Mutual Funds | — | — | $459K | 5.7% | |
| 11 Lincoln Financial Group Trust Company, Inc. American Funds 2060 Target Date | Mutual Funds | — | — | $456K | 5.7% | |
| 4 Lincoln Financial Group Trust Company, Inc. American Funds 2025 Target Date | Mutual Funds | — | — | $391K | 4.9% | |
| 12 Lincoln Financial Group Trust Company, Inc. American Funds 2065 Target Date | Mutual Funds | — | — | $351K | 4.4% | |
| 17 Lincoln Financial Group Trust Company, Inc. JPMorgan Large Cap Growth | Common Stocks | — | — | $307K | 3.8% | |
| 23 Lincoln Financial Group Trust Company, Inc. Blackrock Mid Cap Growth | Common Stocks | — | — | $300K | 3.7% | |
| 30 Lincoln Financial Group Trust Company, Inc. Morgan Stanley Institutional | Common Stocks | — | — | $268K | 3.3% | |
| 7 Lincoln Financial Group Trust Company, Inc. American Funds 2040 Target Date | Mutual Funds | — | — | $260K | 3.2% | |
| 25 Lincoln Financial Group Trust Company, Inc. American Funds The Bond of America | Mutual Funds | — | — | $182K | 2.3% | |
| 29 Lincoln Financial Group Trust Company, Inc. Neuberger Berman Large Cap | Common Stocks | — | — | $181K | 2.3% | |
| 20 Lincoln Financial Group Trust Company, Inc. American Funds New Perspective | Mutual Funds | — | — | $175K | 2.2% | |
| 19 Lincoln Financial Group Trust Company, Inc. Blackrock International | Common Stocks | — | — | $165K | 2.1% | |
| 26 Lincoln Financial Group Trust Company, Inc. Vanguard International Growth | Mutual Funds | — | — | $139K | 1.7% | |
| 21 Lincoln Financial Group Trust Company, Inc. Allspring Special Mid Cap | Common Stocks | — | — | $134K | 1.7% | |
| 27 Lincoln Financial Group Trust Company, Inc. Invesco Developing | Mutual Funds | — | — | $122K | 1.5% | |
| 18 Lincoln Financial Group Trust Company, Inc. JPMorgan Equity | Common Stocks | — | — | $110K | 1.4% | |
| 32 * Lincoln Financial Group Trust Company, Inc. Lincoln Stable Value | Stable Value | — | — | $99K | 1.2% | |
| 28 Lincoln Financial Group Trust Company, Inc. American Century Small Cap | Common Stocks | — | — | $87K | 1.1% | |
| 16 Lincoln Financial Group Trust Company, Inc. Cohen and Steers Real Estate Securities | Common Stocks | — | — | $84K | 1.0% | |
| 3 Lincoln Financial Group Trust Company, Inc. American Funds 2020 Target Date | Mutual Funds | — | — | $83K | 1.0% | |
| 15 Lincoln Financial Group Trust Company, Inc. American Funds New World | Mutual Funds | — | — | $70K | 0.9% | |
| 13 Lincoln Financial Group Trust Company, Inc. Western Asset Core Plus Bond | Common Stocks | — | — | $56K | 0.7% | |
| Notes Receivable from Participants Maturing at various times through 2028 -0- | Other securities | — | — | $46K | 0.6% | |
| 2 Lincoln Financial Group Trust Company, Inc. American Funds 2015 Target Date | Mutual Funds | — | — | $42K | 0.5% | |
| 31 Lincoln Financial Group Trust Company, Inc. Neuberger Berman Intrinsic | Common Stocks | — | — | $23K | 0.3% | |
| 24 Lincoln Financial Group Trust Company, Inc. Janus Henderson Balanced | Mutual Funds | — | — | $19K | 0.2% | |
| 1 Lincoln Financial Group Trust Company, Inc. American Funds 2010 Target Date | Mutual Funds | — | — | $14K | 0.2% | |
| 22 Lincoln Financial Group Trust Company, Inc. PGIM High Yield | Common Stocks | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
