Jerri Stanforth signed Pennant Moldings, Inc. Https//WWW.Sgc02.COM/5500client/SI's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pennant Moldings, Inc. Https//WWW.Sgc02.COM/5500client/SI's EIN is 31-1677136.
Download the official 2022 Form 5500 (PDF) for Pennant Moldings, Inc. Https//WWW.Sgc02.COM/5500client/SI from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Pennant Moldings, Inc. Https//WWW.Sgc02.COM/5500client/SI'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP, INC | 31-1440043 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $672K | 14.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $560K | 12.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $453K | 10.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $210K | 4.6% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $208K | 4.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $203K | 4.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $203K | 4.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $193K | 4.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $192K | 4.2% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $176K | 3.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $161K | 3.6% | |
| JPMORGAN SMCAP SUST LEADERS R6 | Registered Investment Companies | — | — | $123K | 2.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $121K | 2.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $121K | 2.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $120K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $118K | 2.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $110K | 2.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $93K | 2.0% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $91K | 2.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $85K | 1.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $71K | 1.6% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $52K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $43K | 0.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $34K | 0.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $24K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $17K | 0.4% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $12K |
| — |
