Michael GORE signed Penn United Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penn United Technologies, Inc.'s EIN is 25-1215115.
Download the official 2024 Form 5500 (PDF) for Penn United Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penn United Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $102K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2030 R6 N/R | Mutual Funds | — | — | $12.8M | 13.4% | |
| MFS Lifetime 2050 R6 N/R | Mutual Funds | — | — | $12.8M | 13.4% | |
| Fidelity US Bond Index N/R | Mutual Funds | — | — | $8.8M | 9.2% | |
| MFS Lifetime 2040 R6 N/R | Mutual Funds | — | — | $8.5M | 9.0% | |
| Fidelity 500 Index N/R | Mutual Funds | — | — | $7.6M | 8.0% | |
| DFA International Core Equity Portfolio N/R | Mutual Funds | — | — | $6.5M | 6.9% | |
| Institutional Class Mutual Fund Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $5.0M | 5.3% | |
| Signal Shares * Mutual Fund Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $4.5M | 4.7% | |
| DFA Global Real Estate Securities N/R | Mutual Funds | — | — | $3.6M | 3.8% | |
| Portfolio * Mutual Fund Fidelity Blue Chip Growth K6 N/R | Mutual Funds | — | — | $3.6M | 3.8% | |
| MFS Value Fund Class R6 N/R | Mutual Funds | — | — | $3.0M | 3.2% | |
| Goldman Sachs Emerging Markets N/R | Mutual Funds | — | — | $2.9M | 3.1% | |
| Equity Insights Fund R6 Mutual Fund AB Small Cap Growth Portfolio Class Z N/R | Other securities | — | — | $2.5M | 2.6% | |
| Bearing Cash * Money Market Fund Fidelity Government Money Market N/R 12 * Participant Loans Interest rates: 4.25% - 9.50%, maturing $0 | Mutual Funds | — | — | $2.3M | 2.4% | |
| Wells Fargo Special Small Cap Value N/R | Mutual Funds | — | — | $2.2M | 2.3% | |
| Fund R6 * Mutual Fund Fidelity Short-Term Bond Index N/R | Mutual Funds | — | — | $1.8M | 1.9% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| MFS Lifetime Income R6 N/R | Mutual Funds | — | — | $1.2M | 1.3% | |
| Personal Brokerage Accounts N/R | Mutual Funds | — | — | $803K | 0.8% | |
| Stock Interest-Bearing Cash Personal Brokerage Account - Interest N/R | Self-Directed Brokerage | — | — | $626K | 0.7% | |
| MFS Lifetime 2050 R6 N/R | Mutual Funds | — | — | $360K | 0.4% | |
| Personal Brokerage Account - Common N/R | Common Stocks | — | — | $202K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
