WES Pierce signed Powerhouse Resources International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Powerhouse Resources International, LLC's EIN is 27-3158812.
Download the official 2024 Form 5500 (PDF) for Powerhouse Resources International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Powerhouse Resources International, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PETERS & CHANDLER P.C. | 73-1078763 | — | AUDITOR | $17K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $2.7M | 86.5% | |
| * Bank of Oklahoma, N.A. MAP Target 2040 Fund Common Collective Trust | Common Collective Trusts | — | — | $609K | 19.7% | |
| * Bank of Oklahoma, N.A. MAP Target 2050 Fund Common Collective Trust | Common Collective Trusts | — | — | $584K | 18.9% | |
| * Bank of Oklahoma, N.A. MAP Target 2030 Fund Common Collective Trust | Common Collective Trusts | — | — | $523K | 16.9% | |
| * Bank of Oklahoma, N.A. MAP Target 2060 Fund Common Collective Trust | Common Collective Trusts | — | — | $445K | 14.4% | |
| Bank of Oklahoma, N.A. MAP Target 2020 Fund Common Collective Trust | Common Collective Trusts | — | — | $403K | 13.1% | |
| T. Rowe Price Growth Stock Mutual Fund | Other securities | — | — | $80K | 2.6% | |
| Bank of Oklahoma, N.A. MAP Target 2070 Fund Common Collective Trust | Common Collective Trusts | — | — | $61K | 2.0% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $60K | 1.9% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $47K | 1.5% | |
| BlackRock Equity Dividend Instl Mutual Fund | Other securities | — | — | $41K | 1.3% | |
| Participant Loans Interest Rates Ranging From 9% - 10.5% | Bonds / Notes | — | — | $40K | 1.3% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual Fund | Other securities | — | — | $33K | 1.1% | |
| Federated Investors Trust Co. Federated Hermes Instl High Yield Bd IS Mutual Fund | Common Stocks | — | — | $25K | 0.8% | |
| Bank of Oklahoma, N.A. International Strategic Allocation Common Collective Trust | Common Collective Trusts | — | — | $24K | 0.8% | |
| T. Rowe Price New Horizons Mutual Fund | Other securities | — | — | $24K | 0.8% | |
| JP Morgan Small Cap Value R6 Mutual Fund | Other securities | — | — | $22K | 0.7% | |
| Bank of Oklahoma, N.A. MAP Balanced Units Common Collective Trust | Common Collective Trusts | — | — | $21K | 0.7% | |
| PIMCO Real Return Instl Mutual Fund | Mutual Funds | — | — | $11K | 0.3% | |
| MORLEY STABLE VALUE I FUND UNION BOND & TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5K | 0.2% | |
| Neuberger Berman Genesis Instl Mutual Fund | Other securities | — | — | $5K | 0.2% | |
| Vanguard GNMA Admiral Mutual Fund | Agency / Mortgage-Backed | — | — | $2K | <0.1% | |
| Metropolitan West Total Return Bd I Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| * Bank of Oklahoma, N.A. MAP Retirement Conservative Common Collective Trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| Bank of Oklahoma, N.A. Financial Retirement Income Common Collective Trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| FEDERATED HERMES CAPITAL FEDERATED INVESTORS TRUST CO. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
