William Beckley signed Performance Contracting Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Performance Contracting Group, Inc.'s EIN is 34-1478097.
Download the official 2024 Form 5500 (PDF) for Performance Contracting Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Performance Contracting Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an S-corporation ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $78K | — |
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 | |||||
|---|---|---|---|---|---|---|
| *Performance Contracting Performance Contracting Group, Inc. Group, Inc. Common stock (4,970,245 shares) | Common Stocks | — | $161.2M | $2.6B | 72.3% | |
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $461.0M | 12.9% | |
| Net Gain/(Loss) | Other securities | — | — | $205.2M | 5.7% | |
| (D) | Other securities | — | — | $192.8M | 5.4% | |
| SEI Trust Co NUVEEN TIAA LC Index 2035 CL J | Mutual Funds | — | — | $117.5M | 3.3% | |
| SEI Trust Co NUVEEN TIAA LC Index 2040 CL J | Mutual Funds | — | — | $88.3M | 2.5% | |
| SEI Trust Co NUVEEN TIAA LC Index 2045 CL J | Mutual Funds | — | — | $76.8M | 2.1% | |
| (C) | Other securities | — | — | $68.1M | 1.9% | |
| PIMCO Funds PIMCO Income Institutional FD | Mutual Funds | — | — | $67.9M | 1.9% | |
| Vanguard Group Vanguard Growth Index Instl Fd | Mutual Funds | — | — | $64.4M | 1.8% | |
| SEI Trust Co NUVEEN TIAA LC Index 2050 CL J | Mutual Funds | — | — | $54.7M | 1.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $51.4M | 1.4% | |
| SEI Trust Co NUVEEN TIAA LC Index 2030 CL J | Mutual Funds | — | — | $50.8M | 1.4% | |
| Vanguard Group Vanguard Value Index Inst Fund | Mutual Funds | — | — | $48.2M | 1.3% | |
| BLACKROCK EQUITY INDEX T FUND BLACKROCK INST TRUST CO · EIN 94-3291426 / PN 001 | Common Collective Trust | — | — | $47.3M | 1.3% | |
| TIAA Investments Nuveen Intl Equity Indx R6 | Mutual Funds | — | — | $43.6M | 1.2% | |
| (D)Cost | Other securities | — | $22.7M | $41.1M | 1.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $38.5M | 1.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $26.3M | 0.7% | |
| Vanguard Group Vanguard Sm Cap Val Indx Inst Fd | Mutual Funds | — | — | $25.5M | 0.7% | |
| SEI Trust Co NUVEEN TIAA LC Index 2055 CL J | Mutual Funds | — | — | $25.3M | 0.7% | |
| Vanguard Group Vanguard MidCap Val Index Adm Fd | Mutual Funds | — | — | $21.5M | 0.6% | |
| Vanguard Group Vanguard MidCp Growth Indx Adm Fd | Mutual Funds | — | — | $20.6M | 0.6% | |
| Vanguard Group Vanguard Sm Cap Growth Idx Instl Fd | Common Collective Trusts | — | — | $19.5M | 0.5% | |
| Dimensional Fund Advisors DFA Emerg Mkt Core Eqty I FD | Mutual Funds | — | — | $15.0M | 0.4% | |
| SEI Trust Co NUVEEN TIAA LC Index 2025 CL J | Mutual Funds | — | — | $14.1M | 0.4% | |
| BLACKROCK MIDCP EQ INDEX M FD BLACKROCK INST TRUST CO · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $10.8M | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $10.6M | 0.3% | |
| SEI Trust Co NUVEEN TIAA LC Index 2060 CL J | Mutual Funds | — | — | $9.8M | 0.3% | |
| The American Funds AM FDS Europacific Growth R6 FD | Mutual Funds | — | — | $9.6M | 0.3% | |
| SEI Trust Co NUVEEN TIAA LC Index 2020 CL J | Mutual Funds | — | — | $6.5M | 0.2% | |
| SEI Trust Co NUVEEN TIAA LC Index 2015 CL J | Mutual Funds | — | — | $6.4M | 0.2% | |
| SEI Trust Co NUVEEN TIAA LC Indx Ret Inc J | Mutual Funds | — | — | $6.1M | 0.2% | |
| (E) | Other securities | — | — | $4.8M | 0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $4.5M | 0.1% | |
| SEI Trust Co NUVEEN TIAA LC Index 2065 CL J | Mutual Funds | — | — | $3.9M | 0.1% | |
| SEI Trust Co NUVEEN TIAA LC Index 2010 CL J | Mutual Funds | — | — | $978K | <0.1% | |
| Vanguard Group Vanguard FED Money Mrkt Inv Fd | Mutual Funds | — | — | $98K | <0.1% | |
| (E) | Other securities | — | — | $98K | <0.1% | |
| Schedule is prepared using the alternative way of reporting (iii) series transactions under DOL Regulation 2520.103-6(d)(2). | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
