Melissa Spadaccino signed Pennswood Village's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pennswood Village's EIN is 23-2021541.
Download the official 2024 Form 5500 (PDF) for Pennswood Village from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pennswood Village's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LRI INVESTMENTS | 88-4116775 | — | NONE | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $17.9M | 85.9% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2030 I N/R | Common Collective Trusts | — | — | $2.9M | 14.0% | |
| American United Life Ins. Co. Vanguard 500 Index Adm N/R | Common Collective Trusts | — | — | $2.7M | 12.9% | |
| Fully Benefit-Responsive Investment Contract * American United Life Ins. Co AUL Stable Value Account N/R | Stable Value | — | — | $2.7M | 12.8% | |
| American United Life Ins. Co. Nuveen Lgcapgrth Indx Instl N/R | Mutual Funds | — | — | $2.2M | 10.8% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2025 I N/R | Common Collective Trusts | — | — | $1.5M | 7.2% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2035 I N/R | Common Collective Trusts | — | — | $1.2M | 5.9% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2020 I N/R | Common Collective Trusts | — | — | $925K | 4.4% | |
| American United Life Ins. Co. Pgim Total Return Bond R6 N/R | Common Stocks | — | — | $904K | 4.3% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2040 I N/R | Common Collective Trusts | — | — | $737K | 3.5% | |
| American United Life Ins. Co. Nuveen Lgcap Val Indx Instl N/R | Mutual Funds | — | — | $709K | 3.4% | |
| American United Life Ins. Co. MFS International Int Val R6 N/R | Mutual Funds | — | — | $636K | 3.1% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2015 I N/R | Common Collective Trusts | — | — | $519K | 2.5% | |
| Adm * American United Life Ins. Co. Vanguard Small Cap Index Adm N/R | Mutual Funds | — | — | $496K | 2.4% | |
| American United Life Ins. Co. MFS Mid Cap Growth R6 N/R | Mutual Funds | — | — | $294K | 1.4% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2050 I N/R | Common Collective Trusts | — | — | $284K | 1.4% | |
| American United Life Ins. Co. Vanguard Mid Cap Index Adm N/R | Mutual Funds | — | — | $270K | 1.3% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2055 I N/R | Common Collective Trusts | — | — | $253K | 1.2% | |
| Participant Loans Interest rates: 4.50% - 9.50% $0 | Bonds / Notes | — | — | $252K | 1.2% | |
| American United Life Ins. Co. Vanguard Explorer Adm N/R | Mutual Funds | — | — | $207K | 1.0% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2045 I N/R | Common Collective Trusts | — | — | $198K | 1.0% | |
| s * American United Life Ins. Co. Amercent Midcap Val R6 N/R | Pooled Separate Accounts | — | — | $177K | 0.8% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2060 I N/R | Common Collective Trusts | — | — | $157K | 0.8% | |
| American United Life Ins. Co. PIMCO IntlBond Usd Hdg Instil N/R | Mutual Funds | — | — | $142K | 0.7% | |
| American United Life Ins. Co. PIMCO Real Return Instl N/R | Mutual Funds | — | — | $97K | 0.5% | |
| American United Life Ins. Co. Vanguard High-Yield Corp Adm N/R | Mutual Funds | — | — | $65K | 0.3% | |
| American United Life Ins. Co. Amerfds New World R6 N/R | Common Stocks | — | — | $49K | 0.2% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx Inc I N/R | Common Collective Trusts | — | — | $45K | 0.2% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2065 I N/R | Common Collective Trusts | — | — | $45K | 0.2% | |
| American United Life Ins. Co. Vanguard Reit Index Adm N/R | Mutual Funds | — | — | $40K | 0.2% | |
| American United Life Ins. Co. Amercent Smcap Val R6 N/R | Common Stocks | — | — | $27K | 0.1% | |
| American United Life Ins. Co. Vanguard Developing Markets Index N/R | Mutual Funds | — | — | $13K | <0.1% | |
| American United Life Ins. Co. Nuveen Lifecycle Idx 2010 I N/R | Common Collective Trusts | — | — | $10K | <0.1% | |
| American United Life Ins. Co. Columbia Overseas Value I3 N/R | Common Stocks | — | — | $9K | <0.1% | |
| American United Life Ins. Co. Fidelity Inv Money Market Funds N/R | Mutual Funds | — | — | $8K | <0.1% | |
| FIDELITY INV MM FDS GOV INSTL MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $8K | <0.1% |
