Robert Congdon signed Pine Manor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pine Manor, Inc.'s EIN is 35-1070631.
Download the official 2024 Form 5500 (PDF) for Pine Manor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pine Manor, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 45-1558009 | — | CUSTODIAN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS CONSULTING | 11-3665754 | — | RECORDKEEPER | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money Market Deposit Account * Charles Schwab Trust Bank 2,326,758 Units | Mutual Funds | — | $2.3M | $2.3M | 14.4% | |
| Vanguard Target Retirement 2030 Fund 51,779 Shares | Mutual Funds | — | $52K | $2.0M | 12.2% | |
| Vanguard S&P 500 ETF Fund 3,219 Shares | Common Collective Trusts | — | $3K | $1.7M | 10.8% | |
| Vanguard Target Retirement 2040 Fund 38,140 Shares | Mutual Funds | — | $38K | $1.6M | 10.2% | |
| Vanguard Life Strategy Moderate Growth Fund 36,348 Shares | Mutual Funds | — | $36K | $1.1M | 7.1% | |
| T Rowe Price Blue Chip Growth Fund 4,383 Shares | Mutual Funds | — | $4K | $816K | 5.1% | |
| Vanguard Mid Cap Index Fund Admiral 2,100 Shares | Common Collective Trusts | — | $2K | $686K | 4.3% | |
| maturing at various dates through October 2029 | Other securities | — | — | $626K | 3.9% | |
| Vanguard Small Cap I Fund 5,238 Shares | Mutual Funds | — | $5K | $603K | 3.7% | |
| Dodge & Cox Stock I Fund 2,143 Shares | Mutual Funds | — | $2K | $551K | 3.4% | |
| Vanguard Target Retirement 2050 Fund 10,149 Shares | Mutual Funds | — | $10K | $506K | 3.1% | |
| Vanguard Target Retirement 2020 Fund 17,965 Shares | Mutual Funds | — | $18K | $476K | 3.0% | |
| American Funds Growth Fund Of America R6 6,131 Shares | Mutual Funds | — | $6K | $457K | 2.8% | |
| Vanguard Target Retirement 2060 Fund Inv 8,381 Shares | Mutual Funds | — | $8K | $430K | 2.7% | |
| American Funds New Perspective R6 5,273 Shares | Mutual Funds | — | $5K | $328K | 2.0% | |
| Vanguard Life Strategy Growth Fund I 7,173 Shares | Mutual Funds | — | $7K | $317K | 2.0% | |
| Dodge & Cox Income I Fund 25,353 Shares | Mutual Funds | — | $25K | $314K | 1.9% | |
| Vanguard Life Strategy Income Fund I 17,700 Shares | Mutual Funds | — | $18K | $266K | 1.7% | |
| Vanguard Target Retirement 2035 Fund 6,567 Shares | Mutual Funds | — | $7K | $157K | 1.0% | |
| American Funds Fundamental Invs R6 1,891 Shares | Mutual Funds | — | $2K | $153K | 0.9% | |
| Vanguard Target Retirement 2025 Fund 8,085 Shares | Mutual Funds | — | $8K | $151K | 0.9% | |
| Vanguard Target Retirement Income Inv 8,612 Shares | Mutual Funds | — | $9K | $113K | 0.7% | |
| Vanguard High-yield Corporate Fund Inv 19,972 Shares | Mutual Funds | — | $20K | $108K | 0.7% | |
| Vanguard Target Retirement 2045 Fund 3,633 Shares | Mutual Funds | — | $4K | $108K | 0.7% | |
| Vanguard Real Estate In Fund Adm 488 Shares | Mutual Funds | — | — | $62K | 0.4% | |
| Pimco Real Return Fund Class R 4,140 Shares | Mutual Funds | — | $4K | $41K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund Adm 670 Shares | Common Collective Trusts | — | — | $25K | 0.2% |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. | — | AUSTIN, TX | BROKERAGE FEES | $73 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAKE CITY BANK | 35-0458180 | — | TRUSTEE | $59K | — |
