Paige English signed Permobil, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Permobil, Inc.'s EIN is 04-3189589.
Download the official 2024 Form 5500 (PDF) for Permobil, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Permobil, 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 | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $90K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $11.5M | 13.8% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $10.6M | 12.8% | |
| American Funds Balanced | Mutual Funds | — | — | $9.9M | 12.0% | |
| Great Gray Trust Flexpath Index + Moderate Retirement | Other securities | — | — | $6.8M | 8.2% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $6.8M | 8.2% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $6.8M | 8.2% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $5.2M | 6.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.8M | 5.8% | |
| All Spring Mid-Cap | Other securities | — | — | $2.1M | 2.5% | |
| American Funds Washington Mutual | Mutual Funds | — | — | $2.0M | 2.5% | |
| Vanguard Growth Index Am | Mutual Funds | — | — | $2.0M | 2.4% | |
| Vanguard Info Tec Index | Mutual Funds | — | — | $2.0M | 2.4% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.1% | |
| through December 2034 - | Other securities | — | — | $1.6M | 1.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.5M | 1.8% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $1.2M | 1.5% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $1.2M | 1.4% | |
| MFS Intl Diversion | Mutual Funds | — | — | $1.2M | 1.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| JP Morgan Core Plus Bond | Other securities | — | — | $1.1M | 1.3% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| PGIM High Yield R6 | Other securities | — | — | $813K | 1.0% | |
| American Funds New Perspective | Mutual Funds | — | — | $742K | 0.9% | |
| Great Gray Trust Flexpath Index + Conservative Retirement | Other securities | — | — | $652K | 0.8% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $652K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $535K | 0.6% | |
| Fidelity Diversified Intl | Mutual Funds | — | — | $401K | 0.5% | |
| Vanguard Health Care Inv | Mutual Funds | — | — | $394K | 0.5% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $385K | 0.5% | |
| Carillon Eagle Mid Cap Growth | Other securities | — | — | $369K | 0.4% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 242 | Common Collective Trust | — | — | $367K | 0.4% | |
| American Funds New World | Mutual Funds | — | — | $352K | 0.4% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $296K | 0.4% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $282K | 0.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $252K | 0.3% | |
| Franklin Utilities Adv | Mutual Funds | — | — | $161K | 0.2% | |
| Great Gray Trust Flexpath Index + Aggressive Retirement | Other securities | — | — | $126K | 0.2% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $126K | 0.2% | |
| Brandywine Global Opps Bond IS | Other securities | — | — | $71K | <0.1% | |
| All Spring Government Securities Adm | Other securities | — | — | $70K | <0.1% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $63K | <0.1% | |
| Fidelity Government Market | Mutual Funds | — | — | $30K | <0.1% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / 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.
| — |
| ADVISOR |
| $10K |
| — |