Miranda Pokoy signed Performance Horizon Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Performance Horizon Inc.'s EIN is 27-4194494.
Download the official 2024 Form 5500 (PDF) for Performance Horizon Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Performance Horizon Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHMERE CAPITAL MGMT LLC | — | WAYNE, PA | INVESTMENT ADVISOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 1VBIAX | Other securities | — | — | $4.1M | 26.3% | |
| 1VFIAX | Other securities | — | — | $3.5M | 22.7% | |
| Vanguard Target Retirement 2055 Investor N/R | Mutual Funds | — | — | $995K | 6.4% | |
| Vanguard Total International Bond Index N/R 978 Admiral Vanguard Total International Stock Index N/R | Mutual Funds | — | — | $974K | 6.3% | |
| 1VTIAX | Other securities | — | — | $973K | 6.3% | |
| 1VBTLX | Other securities | — | — | $935K | 6.1% | |
| 1VIMAX | Other securities | — | — | $839K | 5.4% | |
| 1VFIFX | Other securities | — | — | $761K | 4.9% | |
| Vanguard Small-Cap Index Admiral N/R | Mutual Funds | — | — | $680K | 4.4% | |
| JP Morgan JP Morgan Large-Cap Growth R6 N/R | Other securities | — | — | $508K | 3.3% | |
| 1VFORX | Other securities | — | — | $428K | 2.8% | |
| 1VTIVX | Other securities | — | — | $344K | 2.2% | |
| Vanguard Target Retirement 2035 Investor N/R | Mutual Funds | — | — | $296K | 1.9% | |
| Vanguard Target Retirement 2060 Investor N/R | Mutual Funds | — | — | $273K | 1.8% | |
| 1VVIAX | Other securities | — | — | $248K | 1.6% | |
| Fully Benefit-Responsive Investment Contract * Empower MassMutual Guaranteed Interest Account N/R | Other securities | — | — | $142K | 0.9% | |
| 1MGPJA1 | Other securities | — | — | $141K | 0.9% | |
| 1RSERX | Other securities | — | — | $114K | 0.7% | |
| Participant Loans Interest rates: 6.50% - 9.25% $0 | Bonds / Notes | — | — | $76K | 0.5% | |
| American Funds American Funds Europacific Growth R6 N/R | Mutual Funds | — | — | $55K | 0.4% | |
| 1VAIPX | Other securities | — | — | $51K | 0.3% | |
| 1VIGAX | Other securities | — | — | $45K | 0.3% | |
| Vanguard Target Retirement 2030 Investor N/R | Mutual Funds | — | — | $29K | 0.2% | |
| Admiral Vanguard Total Stock Market Index Admiral N/R | Common Collective Trusts | — | — | $11K | <0.1% | |
| Dodge & Cox Dodge & Cox Stock Fund Class I N/R | Mutual Funds | — | — | $6K | <0.1% | |
| 1DODGX | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 Investor N/R | Mutual Funds | — | — | $5K | <0.1% | |
| 1VLXVX | Other securities | — | — | $5K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $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 |
|---|---|---|---|---|---|
| DYATECH | 64-0936231 | RIDGELAND, MS | CONTRACT ADMIN | $950 | — |
