PICO Electronics, Inc.'s EIN is 13-2589935.
Download the official 2024 Form 5500 (PDF) for PICO Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PICO Electronics, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALO | 04-2647786 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 04-2647786 | — | NONE | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * FID FRDM BLD 2025 K6 | Mutual Funds | — | $4.3M | $4.7M | 25.9% | |
| FID FRDM BLD 2030 K6 | Mutual Funds | — | $2.1M | $2.3M | 13.0% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.5M | $1.8M | 9.9% | |
| FID FRDM BLD 2035 K6 | Mutual Funds | — | $1.5M | $1.6M | 9.1% | |
| FID FRDM BLD 2020 K6 | Mutual Funds | — | $1.3M | $1.4M | 7.6% | |
| FID FRDM BLD 2040 K6 | Mutual Funds | — | $935K | $1.1M | 5.9% | |
| FID FRDM BLD INC K6 | Mutual Funds | — | $833K | $857K | 4.7% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $552K | $698K | 3.9% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $352K | $352K | 1.9% | |
| FID FRDM BLD 2010 K6 | Mutual Funds | — | $335K | $348K | 1.9% | |
| FID FRDM BLD 2045 K6 | Mutual Funds | — | $262K | $298K | 1.6% | |
| JPM CORE BOND R6 | Other securities | — | $289K | $294K | 1.6% | |
| FID INTL INDEX | Mutual Funds | — | $270K | $281K | 1.6% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $231K | $271K | 1.5% | |
| EV AC SMID CAP R6 | Other securities | — | $214K | $243K | 1.3% | |
| FID FRDM BLD 2050 K6 | Mutual Funds | — | $211K | $240K | 1.3% | |
| BLKRK EQUITY DIV K | Mutual Funds | — | $235K | $226K | 1.3% | |
| AF NEW WORLD R6 | Other securities | — | $138K | $145K | 0.8% | |
| FID FRDM BLD 2055 K6 | Mutual Funds | — | $115K | $127K | 0.7% | |
| FID FRDM BLD 2015 K6 | Mutual Funds | — | $65K | $68K | 0.4% | |
| FID FRDM BLD 2060 K6 | Mutual Funds | — | $56K | $63K | 0.3% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $56K | $58K | 0.3% | |
| ALTERNATIVE INVESTMENT AG MORTGAGE VALUE PARTNERS LTD | Common Stocks | — | $52K | $56K | 0.3% | |
| Citibank (*8999) Checking Account 24,597.49 Units of Cash Fund at $1.00 | Cash / Money Market | — | $25K | $25K | 0.1% | |
| LD ABT SH DTN INC R6 | Common Stocks | — | $16K | $16K | <0.1% | |
| FID FRDM BLD 2065 K6 | Mutual Funds | — | $6K | $6K | <0.1% | |
| IS US AGG BD IDX K | Common Collective Trusts | — | $5K | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
