Alycia Gonzalez signed Panera Bread Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Panera Bread Company's EIN is 04-2723701.
Download the official 2024 Form 5500 (PDF) for Panera Bread Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Panera Bread Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $472K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2045 . | Mutual Funds | — | — | $29.8M | 10.5% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $29.8M | 10.5% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $28.1M | 9.9% | |
| The Vanguard Group Vanguard Target Retirement 2050 . | Mutual Funds | — | — | $23.9M | 8.4% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $23.9M | 8.4% | |
| The Vanguard Group Vanguard Target Retirement 2035 . | Mutual Funds | — | — | $23.6M | 8.3% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $23.6M | 8.3% | |
| The Vanguard Group Vanguard Target Retirement 2040 . | Mutual Funds | — | — | $22.5M | 7.9% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $22.5M | 7.9% | |
| The Vanguard Group Vanguard Target Retirement 2030 . | Mutual Funds | — | — | $19.1M | 6.7% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $19.1M | 6.7% | |
| Fidelity Investments Contrafund . | Mutual Funds | — | — | $17.0M | 6.0% | |
| The Vanguard Group Vanguard Target Retirement 2055 . | Mutual Funds | — | — | $16.8M | 5.9% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $16.8M | 5.9% | |
| The Vanguard Group Vanguard Federal Money Market Investment Fund . | Mutual Funds | — | — | $15.6M | 5.5% | |
| The Vanguard Group Vanguard Target Retirement 2025 . | Mutual Funds | — | — | $11.3M | 4.0% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.3M | 4.0% | |
| Janus Capital Group Janus Henderson Enterprise Fund I . | Mutual Funds | — | — | $9.6M | 3.4% | |
| The Vanguard Group Vanguard Target Retirement 2060 . | Mutual Funds | — | — | $8.6M | 3.0% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.6M | 3.0% | |
| T. Rowe Price Value Index Fund . | Common Collective Trusts | — | — | $7.4M | 2.6% | |
| JP Morgan Mid Cap Value L . | Other securities | — | — | $5.4M | 1.9% | |
| American Funds EuroPacific Growth R6 . | Mutual Funds | — | — | $5.2M | 1.8% | |
| Prudential Financial Total Return Bond - Z . | Other securities | — | — | $5.2M | 1.8% | |
| Participant loans (various maturities with interest rates * Principal through November 2029 ranging from 4.25% to 9.50%) . — | Bonds / Notes | — | — | $5.2M | 1.8% | |
| American Beacon Small Cap Value I . | Other securities | — | — | $4.2M | 1.5% | |
| The Vanguard Group Vanguard Target Retirement . | Mutual Funds | — | — | $3.8M | 1.3% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.3% | |
| The Vanguard Group Vanguard Target Retirement 2065 . | Mutual Funds | — | — | $3.7M | 1.3% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.3% | |
| The Vanguard Group Vanguard Target Retirement 2020 . | Mutual Funds | — | — | $3.5M | 1.2% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.2% | |
| Fidelity Investments Mid Cap Index Fund . | Common Collective Trusts | — | — | $3.5M | 1.2% | |
| Principal BlackRock US Aggregate Bond Index . | Other securities | — | — | $3.4M | 1.2% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $3.4M | 1.2% | |
| Baron Funds Baron Small Cap (Inst) . | Other securities | — | — | $3.3M | 1.1% | |
| The Vanguard Group Vanguard Developed Markets Index Admiral . | Mutual Funds | — | — | $2.0M | 0.7% | |
| Fidelity Investments Small Cap Index Fund . | Common Collective Trusts | — | — | $1.8M | 0.6% | |
| Invesco Developing Markets A . | Mutual Funds | — | — | $1.6M | 0.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
