P3I, Incorporated's EIN is 04-3508066.
Download the official 2024 Form 5500 (PDF) for P3I, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P3I, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $147 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| MM S&P 500 INDEX MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.4M | 11.3% | |
| MASSMUTUAL BLUE CHIP GROWTH MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.2M | 9.9% | |
| American Funds Growth Fund of Amer R5 Pooled Separate Investment Account | Mutual Funds | — | — | $1.2M | 9.7% | |
| AMFNDS GROWTH FUND OF AMERICA AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.2M | 9.7% | |
| s * Mass Mutual Life Insurance Co. - Guaranteed Interest Account Guaranteed Investment Account | Guaranteed Income / GIC | — | — | $989K | 8.1% | |
| Indexselect Moderate 2035 Fund Cl R6 Pooled Separate Investment Account | Other securities | — | — | $988K | 8.1% | |
| Loomis Sayles Core Plus Bond Y Pooled Separate Investment Account | Other securities | — | — | $759K | 6.2% | |
| LOOMIS SAYLES CORE PLUS BOND NATIXIS FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $658K | 5.4% | |
| Wells Fargo Special Mid Cap Value Admin Pooled Separate Investment Account | Other securities | — | — | $618K | 5.1% | |
| WELLS FARGO SPECIAL MID CAP VALUE ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $588K | 4.8% | |
| INDEXSELECT MODERATE 2045 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 308 | Pooled Separate Account | — | — | $569K | 4.7% | |
| Massmutual Diversified Value I Pooled Separate Investment Account | Other securities | — | — | $569K | 4.7% | |
| MASSMUTUAL DIVERSIFIED VALUE MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $548K | 4.5% | |
| Franklin Growth Adv Pooled Separate Investment Account | Mutual Funds | — | — | $545K | 4.5% | |
| FRANKLIN GROWTH FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $539K | 4.4% | |
| American Funds Europacific Growth R6 Pooled Separate Investment Account | Mutual Funds | — | — | $513K | 4.2% | |
| INDEXSELECT MODERATE RETIRE 2025 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 306 | Pooled Separate Account | — | — | $501K | 4.1% | |
| INDEXSELECT MODERATE 2035 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 307 | Pooled Separate Account | — | — | $497K | 4.1% | |
| Indexselect Moderate 2025 Fund Cl R6 Pooled Separate Investment Account | Other securities | — | — | $475K | 3.9% | |
| Massmutual Total Return Bond I Pooled Separate Investment Account | Other securities | — | — | $470K | 3.9% | |
| Invesco Global Opportunities Y Pooled Separate Investment Account | Mutual Funds | — | — | $463K | 3.8% | |
| Baron Growth Retail Pooled Separate Investment Account | Other securities | — | — | $456K | 3.8% | |
| MASSMUTUAL TOTAL RETURN BOND MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $451K | 3.7% | |
| AMFNDS EUROPACIFIC GROWTH AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $413K | 3.4% | |
| BARON GROWTH RETAIL BARON CAPITAL GROUP INC · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $399K | 3.3% | |
| INVESCO AMERICAN VALUE INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $369K | 3.0% | |
| Allspring Special Small Cap Value Inst Pooled Separate Investment Account | Other securities | — | — | $334K | 2.8% | |
| ALLSPRING SPECIAL SMALL CAP VALUE ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $318K | 2.6% | |
| MASSMUTUAL HIGH YIELD MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $301K | 2.5% | |
| American Funds Capital World Gr&Inc R5 Pooled Separate Investment Account | Mutual Funds | — | — | $209K | 1.7% | |
| AMFNDS CAP WRLD GROWTH AND INC AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $208K | 1.7% | |
| INDEXSELECT MODERATE 2055 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 309 | Pooled Separate Account | — | — | $194K | 1.6% | |
| INVESCO GLOBAL OPPORTUNITIES INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $181K | 1.5% | |
| Pioneer Disciplined Value Y Pooled Separate Investment Account | Other securities | — | — | $177K | 1.5% | |
| Invesco Real Estate R6 Pooled Separate Investment Account | Mutual Funds | — | — | $170K | 1.4% | |
| PIONEER DISCIPLINED VALUE AMUNDI US · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $160K | 1.3% | |
| INVESCO REAL ESTATE INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $145K | 1.2% | |
| Invesco Global Allocation Y Pooled Separate Investment Account | Mutual Funds | — | — | $83K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2045 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 303 | Pooled Separate Account | — | — | $81K | 0.7% | |
| INVESCO GLOBAL ALLOCATIONS INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $77K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 GREAT GRAY TRUST COMPANY LLC · EIN 90-0779283 / PN 424 | Pooled Separate Account | — | — | $72K | 0.6% | |
| Janus Henderson Mid Cap Value T Pooled Separate Investment Account | Mutual Funds | — | — | $67K | 0.5% | |
| JANUS HENDERSON MID CAP VALUE JANUS HENDERSON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $52K | 0.4% | |
| INDEXSELECT MODERATE RETIREMENT GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 305 | Pooled Separate Account | — | — | $18K | 0.2% | |
| MFS UTILITIES MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $14K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 314 | Pooled Separate Account | — | — | $13K | 0.1% | |
| IndexSelect Conservative 2045 Fund CL R6 Pooled Separate Investment Account | Other securities | — | — | $12K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2045 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 313 | Pooled Separate Account | — | — | $12K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 300 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Notes Receivable from Participants (Participant Loans) Participant loans-various maturity terms up to 5 years * interest at 9.00% | Bonds / Notes | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AFC PENSIONS, INC. |
| — |
| NEEDHAM, MA |
| THIRD PARTY ADMINISTRATOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRITT AND COMPANY CPA LLC | — | DEDHAM, MA | AUDITOR | $3K | — |
