Leonard Olivieri signed PEKO Precision Products, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PEKO Precision Products, Inc.'s EIN is 16-0916457.
Download the official 2024 Form 5500 (PDF) for PEKO Precision Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PEKO Precision Products, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Income Fund Guaranteed interest account | Other securities | — | — | $6.0M | 23.3% | |
| Vanguard Total Intl Stk Admiral Mutual fund | Mutual Funds | — | — | $5.2M | 20.0% | |
| Vanguard Total Bond Index Mutual fund | Mutual Funds | — | — | $3.1M | 12.0% | |
| Vanguard 500 Index Admiral Mutual fund | Common Collective Trusts | — | — | $2.4M | 9.4% | |
| LARGE CAP GWTH 1 FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $2.4M | 9.1% | |
| Columbia Dividend Income FD 3 Mutual fund | Other securities | — | — | $2.2M | 8.5% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $1.3M | 5.1% | |
| SMALL CAP VAL/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.1M | 4.4% | |
| (1) Blackrock Mid Cap Growth EQ K Mutual fund | Other securities | — | — | $908K | 3.5% | |
| Fed Hermes Kaufmann SC R6 Mutual fund | Other securities | — | — | $841K | 3.2% | |
| Vanguard Small Cap Index Admiral Mutual fund | Mutual Funds | — | — | $155K | 0.6% | |
| Vanguard Mid Cap Index FD Mutual fund | Mutual Funds | — | — | $108K | 0.4% | |
| DAY 1 INCOMEFLEX TARGET BALANCED FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $74K | 0.3% | |
| PGIM Total Return Bond R6 Mutual fund | Other securities | — | — | $25K | <0.1% | |
| Invesco Developing Markets R6 Mutual fund | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EFPR GROUIP LLP DBA EFPR GROUP CPAS | — | ROCHESTER, NY | AUDITOR | $13K | — |
