Keith Marcon signed Compunetics, Inc. Profit Sharing Plan's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Compunetics, Inc. Profit Sharing Plan's EIN is 25-1190388.
Download the official 2023 Form 5500 (PDF) for Compunetics, Inc. Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Compunetics, Inc. Profit Sharing Plan's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 25-1796528 | MONROEVILLE, PA | BROKER | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| H2R CPA | 25-1031723 | PITTSBURGH, PA | CPA | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Hedged Equity 52,789.9580 shrs | Other securities | — | $1.8M | $1.8M | 9.8% | |
| Vanguard Value ETF 7,419.0000 shrs | Mutual Funds | — | $1.3M | $1.3M | 7.5% | |
| American New World Fund Class F 8,553.4470 shrs | Other securities | — | $492K | $692K | 3.8% | |
| Vanguard Growth ETF 1,566.0000 shrs | Mutual Funds | — | $639K | $641K | 3.5% | |
| Vanguard FTSE 12,710.0000 shrs | Mutual Funds | — | $602K | $639K | 3.5% | |
| Vanguard Mid-Cap RTF Index 2,237.0000 shrs | Mutual Funds | — | $450K | $637K | 3.5% | |
| Vanguard Small Cap 2,429.0000 shrs | Mutual Funds | — | $596K | $633K | 3.5% | |
| US. Treasury Bond 3% | U.S. Treasuries | — | $578K | $603K | 3.3% | |
| FNMA Pool | Agency / Mortgage-Backed | — | $453K | $458K | 2.5% | |
| FHLMC 30 year Gold | Agency / Mortgage-Backed | — | $389K | $395K | 2.2% | |
| US Treasury Note 4.625% | U.S. Treasuries | — | $371K | $372K | 2.1% | |
| Federated Prime 201,511.9000 shrs | Other securities | — | $202K | $202K | 1.1% | |
| Federated Total Return Bond-IS 19,796.1080 shrs | Other securities | — | $187K | $187K | 1.0% | |
| U.S. Treasury Note 4.125% | U.S. Treasuries | — | $185K | $186K | 1.0% | |
| Bank of America Corp. 3,743.0000 shrs | Common Stocks | — | $53K | $178K | 1.0% | |
| JP Morgan Chase & Co. 700.0000 shrs | Common Stocks | — | $74K | $175K | 1.0% | |
| U.S. Treasury Note 4.375% | U.S. Treasuries | — | $167K | $171K | 0.9% | |
| Honeywell 726.0000 shrs | Other securities | — | $129K | $169K | 0.9% | |
| U.S. Treasury Note 4.375% | U.S. Treasuries | — | $163K | $164K | 0.9% | |
| Prudential Total Return Bond Z 13,465.0300 shrs | Other securities | — | $160K | $161K | 0.9% | |
| FNMA Pool | Agency / Mortgage-Backed | — | $160K | $161K | 0.9% | |
| Capital One Financial Corp. | Common Stocks | — | $159K | $159K | 0.9% | |
| Goldman Sachs Group 252.0000 shrs | Common Stocks | — | $151K | $153K | 0.8% | |
| Pioneer Strategic Income Class Y 15,933.6460 shrs | Other securities | — | $150K | $153K | 0.8% | |
| Home Depot 355.0000 shrs | Other securities | — | $146K | $152K | 0.8% | |
| Johnson & Johnson 882.0000 shrs | Other securities | — | $133K | $137K | 0.8% | |
| Nvidia Corp 911.0000 shrs | Common Stocks | — | $132K | $126K | 0.7% | |
| Exxon Mobil 1,065.0000 shrs | Other securities | — | $129K | $126K | 0.7% | |
| Sherwin Williams 311.0000 shrs | Other securities | — | $122K | $124K | 0.7% | |
| Blackrock Inc. 119.0000 shrs | Common Stocks | — | $127K | $122K | 0.7% | |
| Alphabet Inc. Class A 679.0000 shrs | Common Stocks | — | $122K | $115K | 0.6% | |
| Duke Energy | Other securities | — | $106K | $109K | 0.6% | |
| Oracle Corp. | Common Stocks | — | $105K | $109K | 0.6% | |
| U.S. Treasury Bond 1.875% | U.S. Treasuries | — | $103K | $109K | 0.6% | |
| HCA Inc. | Common Stocks | — | $105K | $109K | 0.6% | |
| Dell International | Other securities | — | $107K | $108K | 0.6% | |
| Utah Acquisition | Other securities | — | $106K | $108K | 0.6% | |
| Goldman Sachs Group | Common Stocks | — | $106K | $108K | 0.6% | |
| US Bancorp | Common Stocks | — | $106K | $108K | 0.6% | |
| American Electric Power | Other securities | — | $106K | $107K | 0.6% | |
| Air Lease Corp | Common Stocks | — | $106K | $107K | 0.6% | |
| Extra Space Storage | Other securities | — | $107K | $107K | 0.6% | |
| Energy Transfer | Other securities | — | $107K | $107K | 0.6% | |
| Boeing Co | Common Stocks | — | $107K | $107K | 0.6% | |
| Bank of America | Other securities | — | $106K | $107K | 0.6% | |
| Citigroup | Other securities | — | $107K | $107K | 0.6% | |
| Hewlett Packard | Other securities | — | $106K | $107K | 0.6% | |
| Broadcom | Other securities | — | $106K | $107K | 0.6% | |
| Cheniere Corpus Christi | Other securities | — | $107K | $107K | 0.6% | |
| Amazon 513.0000 shrs | Other securities | — | $46K | $107K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
