Sherri Silva signed PGM of Texas, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PGM of Texas, LLC's EIN is 27-3380471.
Download the official 2024 Form 5500 (PDF) for PGM of Texas, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PGM of Texas, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $23K | — |
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2045 K | Other securities | — | — | $1.1M | 15.3% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $994K | 14.3% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $774K | 11.1% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $611K | 8.8% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $508K | 7.3% | |
| BlackRock 40/60 Target Allocation Instl ** 20 BlackRock 60/40 Target Allocation Instl ** 20 BlackRock 80/20 Target Allocation Instl ** 20 BlackRock LifePath Index 2030 K | Other securities | — | — | $435K | 6.2% | |
| JPMorgan Growth Advantage R6 | Other securities | — | — | $356K | 5.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $313K | 4.5% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $265K | 3.8% | |
| from participants Maturities through January 2030 | Other securities | — | — | $248K | 3.6% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $125K | 1.8% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $96K | 1.4% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $92K | 1.3% | |
| Neuberger Berman Neuberger Berman Large Cap Value R6 | Other securities | — | — | $78K | 1.1% | |
| American Funds American Funds Bond Fundof America R6 | Mutual Funds | — | — | $72K | 1.0% | |
| Thornburg Strategic Income R6 | Other securities | — | — | $68K | 1.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $61K | 0.9% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $47K | 0.7% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $45K | 0.6% | |
| Columbia Small Cap Index Instl2 | Other securities | — | — | $30K | 0.4% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $23K | 0.3% | |
| PGIM Jennison Small Company R6 | Common Stocks | — | — | $14K | 0.2% | |
| Janus Henderson Janus Henderson Global Equity Income I | Mutual Funds | — | — | $13K | 0.2% | |
| Hartford Schroders Hartford Schroders International Stk SDR | Other securities | — | — | $13K | 0.2% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $11K | 0.2% | |
| BlackRock Mid-Cap ValueInstl | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| INVESTMENT ADVISORY |
| $22K |
| — |
