Brady Pettit signed Packsize LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Packsize LLC's EIN is 26-1241626.
Download the official 2024 Form 5500 (PDF) for Packsize LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Packsize LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.7M | 15.1% | |
| MFS Investment Management MFS Growth R6 | Mutual Funds | — | — | $3.0M | 7.9% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.0M | 7.9% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.7M | 7.2% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.7M | 7.1% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $2.2M | 5.9% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.2M | 5.8% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.0M | 5.3% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.4M | 3.7% | |
| Charles Schwab U.S. Aggregate Bond Index | Mutual Funds | — | — | $1.2M | 3.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 3.0% | |
| iShares MSCI Total International Index K | Other securities | — | — | $1.0M | 2.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $984K | 2.6% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $747K | 2.0% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $741K | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $700K | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $563K | 1.5% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $545K | 1.4% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $542K | 1.4% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $510K | 1.4% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $477K | 1.3% | |
| JPMorgan Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $459K | 1.2% | |
| Cohen & Steers Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $440K | 1.2% | |
| Notes receivable from participants Participant loans, maturing through December 2029 at interest rates of 4.16% - 9.50% -0- | Bonds / Notes | — | — | $438K | 1.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $379K | 1.0% | |
| PGIM Funds PGIM High-Yield R6 | Other securities | — | — | $368K | 1.0% | |
| Franklin Templeton Investments Clearbridge Small Cap Growth Is | Mutual Funds | — | — | $316K | 0.8% | |
| Eagle Series Trust Cohen & Steers Real Estate Securities Z | Other securities | — | — | $290K | 0.8% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $231K | 0.6% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $182K | 0.5% | |
| NUVEEN LIFECYCLE RETIREMENT INDEX I SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $157K | 0.4% | |
| Victory Portfolios Victory Sycamore Established Value R6 | Other securities | — | — | $150K | 0.4% | |
| MFS Investment Management MFS Intl Diversification R6 | Mutual Funds | — | — | $58K | 0.2% | |
| Pimco Income Instl | Mutual Funds | — | — | $37K | <0.1% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $21K | <0.1% | |
| Victory-Trivalent Funds Victory Trivalent International Sm-Cp I | Other securities | — | — | $16K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $15K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $39K | — |
