Rachel Williams signed PLZ Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PLZ Corp.'s EIN is 20-3193854.
Download the official 2024 Form 5500 (PDF) for PLZ Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PLZ Corp.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $104K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT BLEND 2035 T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $8.1M | 11.0% | |
| Vanguard Institutional Index Instl Mutual Fund | Mutual Funds | — | — | $7.7M | 10.4% | |
| T ROWE PRICE RETIREMENT BLEND 2030 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $7.1M | 9.6% | |
| T ROWE PRICE RETIREMENT BLEND 2025 T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $5.4M | 7.3% | |
| T ROWE PRICE RETIREMENT BLEND 2040 T ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $5.1M | 6.9% | |
| Baird Aggregate Bond Institutional Mutual Fund | Other securities | — | — | $5.0M | 6.7% | |
| American Funds Europacific Growth R6 Mutual Fund | Mutual Funds | — | — | $4.6M | 6.3% | |
| T. Rowe Price Blue Chip Growth Mutual Fund | Other securities | — | — | $4.1M | 5.5% | |
| Vanguard Federal Money Market Inv Money Market Fund | Mutual Funds | — | — | $3.9M | 5.3% | |
| Vanguard Mid Cp Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $3.9M | 5.2% | |
| Dodge & Cox Stock Mutual Fund | Mutual Funds | — | — | $3.4M | 4.6% | |
| T ROWE PRICE RETIREMENT BLEND 2050 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.0% | |
| T ROWE PRICE RETIREMENT BLEND 2045 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.7% | |
| T ROWE PRICE RETIREMENT BLEND 2020 T ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.7% | |
| T ROWE PRICE RETIREMENT BLEND 2055 T ROWE PRICE COLLECTIVE TRUSTS · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.0% | |
| 10.50%, maturing from 2025 -2032 | Bonds / Notes | — | — | $1.4M | 1.9% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CI GREAT GRAY · EIN 38-4065336 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| Hartford Schroders Emerging Markets Eq SDR Mutual Fund | Other securities | — | — | $1.2M | 1.6% | |
| T ROWE PRICE RETIREMENT BLEND 2010 T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $735K | 1.0% | |
| T ROWE PRICE RETIREMENT BLEND 2060 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $611K | 0.8% | |
| T ROWE PRICE RETIREMENT BLEND 2015 T ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $502K | 0.7% | |
| PIMCO RAE US SMALL CIT CL FD GREAT GRAY · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $457K | 0.6% | |
| T ROWE PRICE RETIREMENT BLEND 2005 T ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $278K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
