Cathy Walworth signed Polyvision Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Polyvision Corporation's EIN is 13-3482597.
Download the official 2024 Form 5500 (PDF) for Polyvision Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Polyvision Corporation'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 22.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 20.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 18.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $508K | 7.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $488K | 7.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $448K | 6.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $343K | 4.9% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $238K | 3.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $122K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $112K | 1.6% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $45K | 0.6% | |
| TOUCHSTONE MID CAP FUND R6 | Registered Investment Companies | — | — | $44K | 0.6% | |
| PIMCO RAE US INSTL | Registered Investment Companies | — | — | $34K | 0.5% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $23K | 0.3% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| INV MAIN ST SM CAP R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
