Michael Rizzo signed P&a Administrative Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P&a Administrative Services, Inc.'s EIN is 16-1324521.
Download the official 2024 Form 5500 (PDF) for P&a Administrative Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P&a Administrative Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.7M | 71.6% | |
| [Assets held in common collective trust] | Other | — | — | $2.2M | 23.8% | |
| MANNING & NAPIER RETIREMENT 2040 EXETER TRUST COMPANY · EIN 02-0476209 / PN 022 | Common Collective Trust | — | — | $846K | 9.0% | |
| MANNING & NAPIER RETIREMENT 2050 EXETER TRUST COMPANY · EIN 02-0476209 / PN 027 | Common Collective Trust | — | — | $734K | 7.8% | |
| RELIANCE TRUST STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $562K | 6.0% | |
| [Assets held in participant loans] | Other | — | — | $181K | 1.9% | |
| MANNING & NAPIER RETIREMENT 2030 EXETER TRUST COMPANY · EIN 02-0476209 / PN 023 | Common Collective Trust | — | — | $168K | 1.8% |
