AVA Gruener signed Pollard (U.S.) Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pollard (U.S.) Ltd.'s EIN is 22-2333711.
Download the official 2024 Form 5500 (PDF) for Pollard (U.S.) Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $8K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral Shrs Registered Investment Company | Common Collective Trusts | — | $1.1M | $2.1M | 27.8% | |
| JPMorgan Core Bond R6 Registered Investment Company | Common Stocks | — | $1.4M | $1.3M | 17.3% | |
| Fidelity Total Bond K6 Registered Investment Company | Mutual Funds | — | $1.3M | $1.3M | 17.3% | |
| American Fd Europacific Growth Fd CL Registered Investment Company | Common Stocks | — | $839K | $907K | 11.8% | |
| MFS International Intrinsic Value CL R6 Registered Investment Company | Mutual Funds | — | $928K | $830K | 10.8% | |
| Thrivent Mid Cap Stock S Registered Investment Company | Common Stocks | — | $313K | $348K | 4.5% | |
| Charles Schwab Trust Bank Interest-bearing cash account | Mutual Funds | — | $346K | $346K | 4.5% | |
| Macquarie Small Cap Core FD Instl Registered Investment Company | Common Stocks | — | $102K | $115K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
