Gregory Gagnon signed Pentech Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pentech Holdings Inc.'s EIN is 20-4171769.
Download the official 2024 Form 5500 (PDF) for Pentech Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pentech Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $5.8M | 13.1% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | Common Stocks | — | — | $5.3M | 12.0% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $4.3M | 9.6% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | Common Stocks | — | — | $3.7M | 8.4% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | Common Stocks | — | — | $2.7M | 6.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.9M | 4.4% | |
| PUTNAM STABLE VALUE FUND 25 CIT PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 4.3% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $1.7M | 3.9% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 3.5% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 3.4% | |
| Manning & Napier High Yield Bond Series Class Z | Other securities | — | — | $1.4M | 3.1% | |
| JANUS HENDERSON ENTERPRISE COLLECTI GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $1.4M | 3.1% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | Common Stocks | — | — | $1.3M | 2.8% | |
| Dodge & Cox Income Fund I | Mutual Funds | — | — | $1.2M | 2.7% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| Janus Henderson Overseas Fund Class N | Mutual Funds | — | — | $1.0M | 2.4% | |
| Victory Capital Sycamore Established Value Fund R6 | Other securities | — | — | $675K | 1.5% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $609K | 1.4% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $606K | 1.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $557K | 1.3% | |
| Participant Loans * Notes receivable from Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $482K | 1.1% | |
| (Held at End of Year) PENTECH HOLDINGS RETIREMENT SAVINGS PLAN EIN#51-0269822 Plan# 001 Vangrd Trgt Retire 2060 Fd Registered Investment Company | Common Stocks | — | — | $439K | 1.0% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | Common Stocks | — | — | $407K | 0.9% | |
| American Funds New World - R6 | Mutual Funds | — | — | $373K | 0.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $359K | 0.8% | |
| JPMorgan Large-Cap Growth Fund Class R6 | Other securities | — | — | $326K | 0.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $288K | 0.6% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $42K | <0.1% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | Common Stocks | — | — | $38K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | Common Stocks | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.