TAE Smith signed Petrochina International (America), Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Petrochina International (America), Inc.'s EIN is 20-0458363.
Download the official 2024 Form 5500 (PDF) for Petrochina International (America), Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Petrochina International (America), Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $100 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $57K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO K 79,370 Shares N/A | Mutual Funds | — | — | $3.2M | 16.2% | |
| FID 500 INDEX 11,048 Shares N/A | Common Collective Trusts | — | — | $2.3M | 11.3% | |
| FID FREEDOM 2035 K6 135,760 Shares N/A | Mutual Funds | — | — | $2.1M | 10.6% | |
| FID FREEDOM 2040 K6 160,609 Shares N/A | Mutual Funds | — | — | $1.8M | 9.3% | |
| FID FREEDOM 2045 K6 109,379 Shares N/A | Mutual Funds | — | — | $1.5M | 7.4% | |
| FID SEL SOFTWARE 49,233 Shares N/A | Mutual Funds | — | — | $1.4M | 6.8% | |
| FID TOTAL MKT IDX 7,182 Shares N/A | Common Collective Trusts | — | — | $1.2M | 5.8% | |
| FID FREEDOM 2050 K6 53,982 Shares N/A | Mutual Funds | — | — | $735K | 3.7% | |
| FID FREEDOM 2030 K6 41,527 Shares N/A | Mutual Funds | — | — | $725K | 3.6% | |
| FID FREEDOM 2055 K6 44,204 Shares N/A | Mutual Funds | — | — | $698K | 3.5% | |
| MONEY MARKET FUNDS FID GOVT MMKT 611,593 Shares N/A | Mutual Funds | — | — | $612K | 3.1% | |
| COLUMBIA DIV INC A 17,111 Shares N/A | Common Stocks | — | — | $564K | 2.8% | |
| BLKRK HLTH SCI OPP K 6,466 Shares N/A | Other securities | — | — | $436K | 2.2% | |
| LOOMIS CORE PL BD Y 33,136 Shares N/A | Other securities | — | — | $375K | 1.9% | |
| FID EXTD MKT IDX 3,807 Shares N/A | Common Collective Trusts | — | — | $346K | 1.7% | |
| MGL MD CP GRTH R6 11,091 Shares N/A | Other securities | — | — | $330K | 1.7% | |
| FID INTL CAP APPREC 11,983 Shares N/A | Mutual Funds | — | — | $330K | 1.7% | |
| FID PURITAN 9,541 Shares N/A | Mutual Funds | — | — | $237K | 1.2% | |
| FID OVERSEAS 3,680 Shares N/A | Mutual Funds | — | — | $230K | 1.2% | |
| FID SMALL CAP VALUE 8,742 Shares N/A | Mutual Funds | — | — | $178K | 0.9% | |
| FID EMERGING MKTS 4,110 Shares N/A | Mutual Funds | — | — | $157K | 0.8% | |
| FID FREEDOM 2060 K6 8,529 Shares N/A | Mutual Funds | — | — | $124K | 0.6% | |
| FID FREEDOM 2025 K6 8,046 Shares N/A | Mutual Funds | — | — | $109K | 0.5% | |
| PGIM ST CORP BOND Z 7,282 Shares N/A | Common Stocks | — | — | $77K | 0.4% | |
| VICTORY S EST VAL R6 1,495 Shares N/A | Other securities | — | — | $69K | 0.3% | |
| FT BEHAV SM-CPEQ R6 998 Shares N/A | Other securities | — | — | $45K | 0.2% | |
| FID REAL ESTATE INVS 731 Shares N/A | Mutual Funds | — | — | $28K | 0.1% | |
| AB STN GLB THMTC I 153 Shares N/A | Other securities | — | — | $24K | 0.1% | |
| FID FREEDOM 2020 K6 1,353 Shares N/A | Mutual Funds | — | — | $19K | <0.1% | |
| FID FREEDOM INC K6 824 Shares N/A | Mutual Funds | — | — | $9K | <0.1% | |
| VANG MATERIAL IDX AD 82 Shares N/A | Common Collective Trusts | — | — | $8K | <0.1% | |
| FID FREEDOM 2065 K6 147 Shares N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
