Delise Wilkinson signed PON North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PON North America, Inc.'s EIN is 13-3921166.
Download the official 2024 Form 5500 (PDF) for PON North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PON North America, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $162K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $16.8M | 14.2% | |
| T. ROWE PRICE RTM 2040 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $9.7M | 8.2% | |
| T. ROWE PRICE RTM 2050 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.6M | 8.1% | |
| T. ROWE PRICE RTM 2035 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.5M | 8.1% | |
| T. ROWE PRICE RTM 2045 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.5M | 8.0% | |
| Principal Large Cap Growth I SA-Z Pooled Separate Accounts | Pooled Separate Accounts | — | — | $8.4M | 7.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $8.4M | 7.1% | |
| T. ROWE PRICE RTM 2055 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.5M | 6.4% | |
| T. ROWE PRICE RTM 2030 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $7.1M | 6.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $3.5M | 3.0% | |
| NB Mid Cap Growth R6 Fund Registered Investment Company | Common Stocks | — | — | $3.5M | 2.9% | |
| T. ROWE PRICE RTM 2025 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.7% | |
| T ROWE PRICE RTM 2060 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.5% | |
| American Funds EuroPacific Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $2.7M | 2.3% | |
| Principal Mid Cap S&P 400 Index SA-Z Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2.2M | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.2M | 1.8% | |
| T. ROWE PRICE RTM 2020 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| Participant loans and interest percent - 0 - | Participant loans | — | — | $1.9M | 1.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.9M | 1.6% | |
| Macquarie Small Cap Value Fund Registered Investment Company | Common Stocks | — | — | $1.7M | 1.5% | |
| T. Rowe Price Capital Appreciation fund Registered Investment Company | Common Stocks | — | — | $1.4M | 1.2% | |
| Principal Capital Appreciation SA-Z Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.3M | 1.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.3M | 1.1% | |
| Principal Mid Cap Value I SA-Z Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.1M | 0.9% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.1M | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $977K | 0.8% | |
| American Funds New Perspective R6 Fund Registered Investment Company | Mutual Funds | — | — | $922K | 0.8% | |
| T ROWE PRICE RTM 2065 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $876K | 0.7% | |
| Vanguard Total Bond Market Index Adm Fund Registered Investment Company | Mutual Funds | — | — | $873K | 0.7% | |
| T. ROWE PRICE RTMT BAL TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $611K | 0.5% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity I Registered Investment Company | Common Stocks | — | — | $410K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $351K | 0.3% | |
| T. ROWE PRICE RTM 2015 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $241K | 0.2% | |
| DFA International Small Company I Fund Registered Investment Company | Mutual Funds | — | — | $161K | 0.1% | |
| T. ROWE PRICE RTM 2005 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $31K | <0.1% | |
| T. ROWE PRICE RTM 2010 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
