Charles Durkot, E.A. signed Potential Development Program, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Potential Development Program, Inc.'s EIN is 34-0789759.
Download the official 2024 Form 5500 (PDF) for Potential Development Program, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Potential Development Program, Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELSASS FINANCIAL GROUP, INC. | 20-0228797 | — | NONE | $15K | — |
| AMI BENEFIT PLAN ADMINISTRATORS, IN | 34-1781113 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| N/A Elsass Financial Group Moderate Allocation Mutual Funds | Common Stocks | — | — | $1.3M | 45.2% | |
| N/A Elsass Financial Group Aggressive Allocation Mutual Funds | Common Stocks | — | — | $258K | 9.0% | |
| N/A American Funds 2040 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $234K | 8.2% | |
| N/A Elsass Financial Group Conservative Allocation Mutual Funds | Common Stocks | — | — | $199K | 7.0% | |
| N/A Vanguard 500 Index Fund Admiral Mutual Funds | Common Collective Trusts | — | — | $161K | 5.6% | |
| N/A American Funds 2030 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $104K | 3.6% | |
| N/A Parnassus Core Equity Fund I Mutual Funds | Other securities | — | — | $101K | 3.6% | |
| N/A JPMorgan Large Cap Growth R6 Mutual Funds | Other securities | — | — | $78K | 2.7% | |
| N/A The Standard Stable Assets I Mutual Funds | Other securities | — | — | $69K | 2.4% | |
| N/A JPMorgan US Value Fund R6 Mutual Funds | Other securities | — | — | $61K | 2.1% | |
| Notes receivable from participants (Interest at 5.25 - 10.5%) | Bonds / Notes | — | — | $41K | 1.4% | |
| N/A Columbia Mid Cap Index Fund I2 Mutual Funds | Common Collective Trusts | — | — | $26K | 0.9% | |
| N/A Columbia Small Cap Index Fund I2 Mutual Funds | Common Collective Trusts | — | — | $19K | 0.6% | |
| N/A Vanguard Growth & Income Fund Mutual Funds ** 69 N/A Vanguard Growth Index Fund Admiral Mutual Funds ** 225 N/A Vanguard Total Bond Market Index Fund Mutual Funds | Common Collective Trusts | — | — | $18K | 0.6% | |
| N/A American Funds 2060 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $16K | 0.6% | |
| N/A PGIM Global Total Return Fund R6 Mutual Funds | Other securities | — | — | $15K | 0.5% | |
| N/A Cohen & Steers Global Realty Z Mutual Funds ** 15 N/A Columbia High Yield Bond Fund I2 Mutual Funds | Other securities | — | — | $15K | 0.5% | |
| DWS Capital Growth VIP Mutual Funds | Other securities | — | — | $9K | 0.3% | |
| N/A American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $9K | 0.3% | |
| N/A PGIM Total Return Bond Fund R6 Mutual Funds | Other securities | — | — | $6K | 0.2% | |
| Fidelity VIP Contrafund Portfolio Mutual Funds | Mutual Funds | — | — | $5K | 0.2% | |
| N/A American Funds 2020 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $4K | 0.2% | |
| N/A Vanguard Developed Markets Index Fund Mutual Funds | Common Collective Trusts | — | — | $4K | 0.1% | |
| N/A American Funds 2050 Target Date Retirement Fund Mutual Funds | Mutual Funds | — | — | $3K | 0.1% | |
| Fidelity VIP Equity-Income Portfolio Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| Mutual of America All America Fund Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| N/A American Funds SMALLCAP World Fund Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| Mutual of America Interest Accumulation Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| Mutual of America Life Insurance Equity Index Fund Mutual Funds | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard VIF International Portfolio Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| N/A T. Rowe Price Blue Chip Growth Fund I Mutual Funds ** 1 N/A T. Rowe Price Overseas Stock Fund I Mutual Funds | Other securities | — | — | $1K | <0.1% | |
| Fidelity VIP Asset Manager Portfolio Mutual Funds | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
