Chris KWON signed Pritchard Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pritchard Industries, LLC's EIN is 13-3353489.
Download the official 2024 Form 5500 (PDF) for Pritchard Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pritchard Industries, LLC's plan includes 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 |
|---|---|---|---|---|---|
| BOOKMARK ADVISORS | — | SYOSSET, NY | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund - Select S Mutual Fund | Common Collective Trusts | — | — | $3.6M | 20.7% | |
| Victory NASDAQ 100 Index R6 Mutual Fund | Other securities | — | — | $1.8M | 10.5% | |
| SCHWAB INDEXED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.7M | 9.6% | |
| Schwab Bank Savings Money Market Deposit Account | Mutual Funds | — | — | $1.2M | 7.2% | |
| SCHWAB INDEXED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.2M | 7.0% | |
| SCHWAB INDEXED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| Schwab Total Stk Mkt Index Mutual Fund | Mutual Funds | — | — | $825K | 4.8% | |
| Schwab Small Cap Index Select Mutual Fund | Mutual Funds | — | — | $771K | 4.5% | |
| Vanguard Balanced Index Fd Admiral Mutual Fund | Mutual Funds | — | — | $651K | 3.8% | |
| SCHWAB INDEXED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $580K | 3.4% | |
| SCHWAB INDEXED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $423K | 2.4% | |
| Vanguard EMRG MKTS STK Index FD Adm Mutual Fund | Mutual Funds | — | — | $413K | 2.4% | |
| Vanguard Short Term BD Index FD Adm Mutual Fund | Mutual Funds | — | — | $374K | 2.2% | |
| Schwab International Index Fund Mutual Fund | Common Collective Trusts | — | — | $356K | 2.1% | |
| SCHWAB INDEXED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $262K | 1.5% | |
| Vanguard Total Bond Mkt Index Adm Mutual Fund | Mutual Funds | — | — | $173K | 1.0% | |
| SCHWAB INDEXED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $148K | 0.9% | |
| SCHWAB INDEXED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $110K | 0.6% | |
| SCHWAB INDEXED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $104K | 0.6% | |
| SCHWAB INDEXED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $102K | 0.6% | |
| Schwab Treas Inflat Prot SEC Idx Fd Mutual Fund | Common Collective Trusts | — | — | $69K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
