April Blake-Cottingham signed PD Systems, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PD Systems, LLC's EIN is 26-0803425.
Download the official 2022 Form 5500 (PDF) for PD Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)PD Systems, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC | 06-1397347 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT I 2030 I | Registered Investment Companies | — | — | $2.1M | 25.6% | |
| TRP RETIREMENT I 2040 - I | Registered Investment Companies | — | — | $1.0M | 12.4% | |
| TRP RETIREMENT I 2020 - I | Registered Investment Companies | — | — | $860K | 10.5% | |
| TRP RETIREMENT I 2050 - I | Registered Investment Companies | — | — | $494K | 6.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $305K | 3.7% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $289K | 3.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $281K | 3.4% | |
| TRP RETIREMENT I 2035 - I | Registered Investment Companies | — | — | $263K | 3.2% | |
| TRP RETIREMENT I 2045 - I | Registered Investment Companies | — | — | $249K | 3.0% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $236K | 2.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $199K | 2.4% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $189K | 2.3% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $187K | 2.3% | |
| TRP RETIREMENT I 2060 - I | Registered Investment Companies | — | — | $186K | 2.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $179K | 2.2% | |
| TRP RETIREMENT I 2025 - I | Registered Investment Companies | — | — | $179K | 2.2% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $170K | 2.1% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $128K | 1.6% | |
| PIONEER STRATEGIC INCOME K 612 REGISTERED INVESTMENT COMPANY FID US BOND IND | Registered Investment Companies | — | — | $119K | 1.4% | |
| DELAWARE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $115K | 1.4% | |
| NTW GENEVA SC GROWTH R6 | Registered Investment Companies | — | — | $105K | 1.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $93K | 1.1% | |
| TRP RETIREMENT I 2055 - I | Registered Investment Companies | — | — | $85K | 1.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $54K | 0.7% | |
| TRP RETIREMENT I 2010 - I | Registered Investment Companies | — | — | $31K | 0.4% | |
| TRP RETIREMENT I 2065 I | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
