Diane Giorgi signed Reminger Co., L.P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reminger Co., L.P.A.'s EIN is 34-1101394.
Download the official 2024 Form 5500 (PDF) for Reminger Co., L.P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reminger Co., L.P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Total Return Fund R6 1,044,238 Units of Registered Mutual Fund | Mutual Funds | — | $1.0M | $19.7M | 16.6% | |
| Vanguard Institutional Index Instl 32,807 Units of Registered Mutual Fund | Mutual Funds | — | $33K | $15.7M | 13.2% | |
| T Rowe Price Growth Stock I 138,419 Units of Registered Mutual Fund | Mutual Funds | — | $138K | $14.7M | 12.4% | |
| MFS Value R6 179,177 Units of Registered Mutual Fund | Mutual Funds | — | $179K | $8.7M | 7.3% | |
| American Funds Target Date Ret 2040 293,331 Units of Registered Mutual Fund | Mutual Funds | — | $293K | $6.0M | 5.1% | |
| MFS International Growth R6 140,020 Units of Registered Mutual Fund | Mutual Funds | — | $140K | $5.8M | 4.9% | |
| FEDERATED CAPITAL PRES R6 FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $497K | $5.0M | 4.2% | |
| Allspring Special Mid Cap Value 101,709 Units of Registered Mutual Fund | Other securities | — | $102K | $4.9M | 4.1% | |
| Vanguard Total Bond Market Index ADM 470,533 Units of Registered Mutual Fund | Mutual Funds | — | $471K | $4.5M | 3.8% | |
| American Century Small Cap Gr R6 186,143 Units of Registered Mutual Fund | Other securities | — | $186K | $4.3M | 3.6% | |
| American Funds Target Date Ret 2030 216,012 Units of Registered Mutual Fund | Mutual Funds | — | $216K | $3.7M | 3.1% | |
| Vanguard Small Cap Index ADM 30,340 Units of Registered Mutual Fund | Mutual Funds | — | $30K | $3.5M | 2.9% | |
| Vanguard Mid Cap Index ADM 9,220 Units of Registered Mutual Fund | Mutual Funds | — | $9K | $3.0M | 2.5% | |
| JP Morgan Mid Cap Growth 49,707 Units of Registered Mutual Fund | Other securities | — | $50K | $2.6M | 2.2% | |
| American Funds Target Date Ret 2045 117,316 Units of Registered Mutual Fund | Mutual Funds | — | $117K | $2.5M | 2.1% | |
| American Funds Target Date Ret 2050 94,525 Units of Registered Mutual Fund | Mutual Funds | — | $95K | $2.0M | 1.7% | |
| American Funds Target Date Ret 2010 166,425 Units of Registered Mutual Fund | Mutual Funds | — | $166K | $1.9M | 1.6% | |
| American Century Small Cap Value 166,059 Units of Registered Mutual Fund | Other securities | — | $166K | $1.8M | 1.5% | |
| JP Morgan Equity Income R6 46,542 Units of Registered Mutual Fund | Other securities | — | $47K | $1.1M | 0.9% | |
| Vanguard Short-Term Inv Grade Bond ADM 96,945 Units of Registered Mutual Fund | Mutual Funds | — | $97K | $969K | 0.8% | |
| similar party interest, collateral, par, or maturing value Participant loans Participant loans - 7% | Participant loans | — | — | $924K | 0.8% | |
| JP Morgan Emerging Markets Equity 29,827 Units of Registered Mutual Fund | Other securities | — | $30K | $903K | 0.8% | |
| American Funds Target Date Ret 2025 50,177 Units of Registered Mutual Fund | Mutual Funds | — | $50K | $762K | 0.6% | |
| American Funds Target Date Ret 2020 41,304 Units of Registered Mutual Fund | Mutual Funds | — | $41K | $556K | 0.5% | |
| Vanguard Inflation Protect SEC ADM 24,060 Units of Registered Mutual Fund | Mutual Funds | — | $24K | $542K | 0.5% | |
| American Funds Target Date Ret 2055 18,268 Units of Registered Mutual Fund | Mutual Funds | — | $18K | $483K | 0.4% | |
| American Funds Target Date Ret 2035 24,599 Units of Registered Mutual Fund | Mutual Funds | — | $25K | $468K | 0.4% | |
| Allspring Core Bond 40,172 Units of Registered Mutual Fund | Other securities | — | $40K | $437K | 0.4% | |
| Vanguard Total Intl Stock Index ADM 12,199 Units of Registered Mutual Fund | Mutual Funds | — | $12K | $387K | 0.3% | |
| PGIM High Yield R6 73,769 Units of Registered Mutual Fund | Other securities | — | $74K | $352K | 0.3% | |
| Vanguard International Value Inv 7,914 Units of Registered Mutual Fund | Mutual Funds | — | $8K | $297K | 0.3% | |
| American Funds Target Date Ret 2060 4,276 Units of Registered Mutual Fund | Mutual Funds | — | $4K | $77K | <0.1% | |
| American Funds Target Date Ret 2015 4,374 Units of Registered Mutual Fund | Mutual Funds | — | $4K | $54K | <0.1% | |
| American Funds Target Date Ret 2065 1,860 Units of Registered Mutual Fund | Mutual Funds | — | $2K | $33K | <0.1% | |
| PGI CIT US Real Estate Securities CIT 129 Units of Registered Mutual Fund | Common Collective Trusts | — | — | $20K | <0.1% | |
| Cash surrender value of life insurance Value of funds in life insurance policies | Cash / Money Market | — | — | $10K | <0.1% | |
| PIMCO Commodity Real Return Strat Instl 468 Units of Registered Mutual Fund | Mutual Funds | — | — | $6K | <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 |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $34K | — |
