CHAD Ryan signed PMI Global Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PMI Global Services Inc.'s EIN is 03-0494952.
Download the official 2024 Form 5500 (PDF) for PMI Global Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PMI Global Services Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $193.0M | 63.6% | |
| [Assets held in employer securities] | Other | — | — | $60.9M | 20.1% | |
| [Assets held in common collective trust] | Other | — | — | $29.4M | 9.7% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $27.4M | 9.0% | |
| [Assets held in common stock] | Other | — | — | $10.9M | 3.6% | |
| [Assets held in participant loans] | Other | — | — | $827K | 0.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $453K | 0.1% |