Nicole Jones signed Penshurst Trading Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penshurst Trading Inc.'s EIN is 06-1442496.
Download the official 2024 Form 5500 (PDF) for Penshurst Trading Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penshurst Trading Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Inc Short Term Corp Bond Idx Fd Adm Shrs ** 261 Vanguard Group Inc Total International Bond Idx Fd Adm Shrs ** 523 Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.9M | 47.8% | |
| State Street Corporation Balanced Index Fund | Common Collective Trusts | — | — | $1.6M | 39.9% | |
| Charles Schwab Investment Management Inc US Large Cap Value Index Fund | Common Collective Trusts | — | — | $115K | 2.9% | |
| Charles Schwab Investment Management Inc S&P 500 Index Fund - Select S | Common Collective Trusts | — | — | $67K | 1.7% | |
| FMR Inc Freedom Index 2040 Premier | Common Stocks | — | — | $39K | 1.0% | |
| Charles Schwab Investment Management Inc US Large Cap Growth Index Fund | Common Collective Trusts | — | — | $33K | 0.8% | |
| FMR Inc International Sustainability Index Fund ** 474 * Charles Schwab Investment Management Inc International Index Fund | Common Collective Trusts | — | — | $15K | 0.4% | |
| Charles Schwab Investment Management Inc US Aggregate Bond Index Fund | Common Collective Trusts | — | — | $14K | 0.4% | |
| FMR Inc Freedom Index 2045 Premier | Common Stocks | — | — | $14K | 0.4% | |
| Federated Investment Management Company Instl High Yield Bond Instl | Common Stocks | — | — | $14K | 0.3% | |
| Notes receivable from participants 8.75% | Bonds / Notes | — | — | $12K | 0.3% | |
| Charles Schwab Investment Management Inc Short Term Bond Index Fund ** 257 * Charles Schwab Investment Management Inc Small Cap Index Fund | Common Collective Trusts | — | — | $11K | 0.3% | |
| Charles Schwab Investment Management Inc US Mid Cap Index Fund | Common Collective Trusts | — | — | $8K | 0.2% | |
| Vanguard Group Inc Emerging Markets Stock Idx Fd Adm Shrs | Common Collective Trusts | — | — | $5K | 0.1% | |
| FMR Inc Freedom Index 2035 Premier | Common Stocks | — | — | $4K | <0.1% | |
| Vanguard Group Inc Intrm Term Treasury Idx Fd Adm Shrs ** 507 Vanguard Group Inc Real Estate Idx Fd Adm Shrs | Common Collective Trusts | — | — | $3K | <0.1% | |
| Charles Schwab Investment Management Inc Treasury Inflation Protected Sec Idx Fd | U.S. Treasuries | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
