Cheryl MELE signed Public Consulting Group LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Public Consulting Group LLC's EIN is 04-2942913.
Download the official 2023 Form 5500 (PDF) for Public Consulting Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Public Consulting Group 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | 04-2530412 | — | NONE | $90K | — |
| SAGE ADVISORY GROUP |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| NONE |
| $61K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES/UNITS JP Morgan Large Cap Growth R6 362,595 | Mutual Funds | — | — | $28.5M | 10.7% | |
| Vanguard 500 Index Admiral 51,658 | Common Collective Trusts | — | — | $26.0M | 9.8% | |
| American Funds Target Date 2035 R6 1,329,527 | Mutual Funds | — | — | $25.2M | 9.5% | |
| American Funds Target Date 2045 R6 1,176,431 | Mutual Funds | — | — | $24.5M | 9.2% | |
| American Funds Target Date 2050 R6 864,618 | Mutual Funds | — | — | $17.8M | 6.7% | |
| American Funds Target Date 2040 R6 783,022 | Mutual Funds | — | — | $15.9M | 6.0% | |
| American Funds Target Date 2055 R6 507,095 | Mutual Funds | — | — | $13.2M | 5.0% | |
| VICTORY SYC EST VALUE R6 Registered Investment Company | Common Stocks | — | — | $12.4M | 4.7% | |
| American Funds Target Date 2030 R6 693,385 | Mutual Funds | — | — | $11.9M | 4.5% | |
| American Funds Target Date 2025 R6 738,177 | Mutual Funds | — | — | $11.3M | 4.3% | |
| Victory Sycamore Established Value R6 164,177 | Other securities | — | — | $7.9M | 3.0% | |
| American New Perspective R6 116,068 | Other securities | — | — | $7.2M | 2.7% | |
| DFA US Small Cap 150,922 | Mutual Funds | — | — | $6.8M | 2.6% | |
| Janus Henderson Enterprise N 45,090 | Mutual Funds | — | — | $6.3M | 2.4% | |
| American Funds Target Date 2060 R6 316,383 | Mutual Funds | — | — | $5.6M | 2.1% | |
| PIMCO Income Institutional 467,683 | Mutual Funds | — | — | $4.9M | 1.8% | |
| American Balanced Fund R6 139,331 | Other securities | — | — | $4.8M | 1.8% | |
| Vanguard Equity Income Admiral 52,329 | Mutual Funds | — | — | $4.7M | 1.8% | |
| EuroPacific Growth R6 80,081 | Other securities | — | — | $4.6M | 1.7% | |
| Vanguard Federal Money Markey Fund 4,497,002 | Mutual Funds | — | — | $4.5M | 1.7% | |
| Janus Henderson Flexible Bond N 384,172 | Mutual Funds | — | — | $3.5M | 1.3% | |
| * Voya Fixed Account Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $3.3M | 1.3% | |
| American Funds Target Date 2020 R6 205,421 | Mutual Funds | — | — | $2.8M | 1.1% | |
| DFA Emerging Markets Core EQ 101,347 | Mutual Funds | — | — | $2.4M | 0.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS maturity dates through May 2039 -0- | Other securities | — | — | $2.0M | 0.7% | |
| PARTICIPANT LOANS (3.25% - 9.50%) | Bonds / Notes | — | — | $2.0M | 0.7% | |
| Vanguard Extended Market Index Admiral 9,915 | Mutual Funds | — | — | $1.3M | 0.5% | |
| American Funds Target Date 2065 R6 67,992 | Mutual Funds | — | — | $1.2M | 0.4% | |
| Lord Abbett Developing Growth R6 41,322 | Mutual Funds | — | — | $1.2M | 0.4% | |
| American Funds Target Date 2015 R6 92,217 | Mutual Funds | — | — | $1.1M | 0.4% | |
| Cohen & Steers Real Estate Z 67,796 | Other securities | — | — | $1.1M | 0.4% | |
| DFA Inflation Protected Sec I 97,643 | Mutual Funds | — | — | $1.1M | 0.4% | |
| American Funds Small Cap World R6 13,084 | Mutual Funds | — | — | $906K | 0.3% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $546K | 0.2% | |
| COMMON COLLECTIVE TRUST Goldman Sachs Stable Value Collective Trust Common Collective Trust | Stable Value | — | — | $298K | 0.1% | |
| American Funds Target Date 2010 R6 20,387 | Mutual Funds | — | — | $240K | <0.1% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
