RENA LO signed Percheron Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Percheron Holdings, LLC's EIN is 27-1955567.
Download the official 2024 Form 5500 (PDF) for Percheron Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Percheron Holdings, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $3.6M | 16.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $3.3M | 15.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.3M | 10.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.9M | 8.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.7M | 7.6% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.2M | 5.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.1M | 4.9% | |
| AB Large Cap Growth Z Mutual Fund | Other securities | — | — | $823K | 3.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $677K | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $542K | 2.5% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | Mutual Funds | — | — | $461K | 2.1% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $421K | 1.9% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $378K | 1.7% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $375K | 1.7% | |
| American Funds Europacific GR R5 Mutual Fund | Mutual Funds | — | — | $290K | 1.3% | |
| T. Rowe Price Value I Mutual Fund | Other securities | — | — | $226K | 1.0% | |
| Janus Henderson Triton I Mutual Fund | Mutual Funds | — | — | $215K | 1.0% | |
| maturing through July 2029 | Other securities | — | — | $189K | 0.9% | |
| PGIM TOTAL RETURN BOND FUND CIT CLA GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $180K | 0.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $172K | 0.8% | |
| American Century Mid Cap Value R6 Mutual Fund | Other securities | — | — | $109K | 0.5% | |
| Invesco Developing Markets A Mutual Fund | Mutual Funds | — | — | $106K | 0.5% | |
| PIMCO Income A Mutual Fund | Mutual Funds | — | — | $98K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $51K | 0.2% | |
| MassMutual Select Mid Cap Growth I Mutual Fund | Other securities | — | — | $43K | 0.2% | |
| American Beacon Small Cp Val A Mutual Fund ** $ | Other securities | — | — | $29K | 0.1% | |
| Invesco International Small-Mid Compy A Mutual Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $33K |
| — |
