Donna Wilkinson signed Pacers Basketball, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacers Basketball, LLC's EIN is 35-1563785.
Download the official 2024 Form 5500 (PDF) for Pacers Basketball, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacers Basketball, LLC'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $53K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY |
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 Admiral | Common Collective Trusts | — | $7.1M | $8.6M | 14.6% | |
| Fidelity D1 Large Cap Growth Idx Instl Prm | Common Collective Trusts | — | $4.4M | $5.1M | 8.7% | |
| T. Rowe Price Retirement 2030 Fund I | Other securities | — | $4.2M | $4.4M | 7.4% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | $3.9M | $4.1M | 6.9% | |
| T. Rowe Price Retirement 2055 Fund I | Other securities | — | $3.1M | $3.3M | 5.6% | |
| T. Rowe Price Retirement 2045 Fund I | Other securities | — | $2.7M | $2.9M | 4.8% | |
| T. Rowe Price Retirement 2050 Fund I | Other securities | — | $2.6M | $2.8M | 4.8% | |
| T. Rowe Price Retirement 2025 Fund I | Other securities | — | $2.7M | $2.8M | 4.7% | |
| T. Rowe Price Retirement 2040 Fund I | Other securities | — | $2.5M | $2.6M | 4.4% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | $2.4M | $2.4M | 4.0% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | $2.2M | $2.1M | 3.6% | |
| Hartford Dividend and Growth R6 | Other securities | — | $2.2M | $2.1M | 3.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 3.0% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $1.6M | $1.7M | 3.0% | |
| T. Rowe Price Retirement 2020 Fund I | Other securities | — | $1.7M | $1.7M | 3.0% | |
| T. Rowe Price Retirement 2060 Fund I | Other securities | — | $1.6M | $1.7M | 2.9% | |
| Janus Henderson Venture Fund N Shares | Mutual Funds | — | $1.2M | $1.3M | 2.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | $1.1M | $1.2M | 2.0% | |
| Allspring Special Small Cap Value Fund R6 | Other securities | — | $971K | $941K | 1.6% | |
| Janus Henderson Enterprise N | Mutual Funds | — | $840K | $896K | 1.5% | |
| TCW MetWest Total Return Bd I | Other securities | — | $885K | $851K | 1.4% | |
| T. Rowe Price Retirement 2065 Fund I | Other securities | — | $688K | $712K | 1.2% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | $695K | $668K | 1.1% | |
| PIMCO High Yield Instl | Mutual Funds | — | $658K | $660K | 1.1% | |
| Master Participant Loan | Participant loans | — | — | $306K | 0.5% | |
| PGIM Global Total Return Z | Other securities | — | $291K | $275K | 0.5% | |
| MFS D1 Mid Cap Value R6 | Mutual Funds | — | $248K | $241K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | $243K | $229K | 0.4% | |
| PIMCO Real Return Instl | Mutual Funds | — | $177K | $176K | 0.3% | |
| T. Rowe Price Retirement 2005 Fund I | Other securities | — | $152K | $155K | 0.3% | |
| T. Rowe Price Retirement 2015 Fund I | Other securities | — | $100K | $102K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund I | Other securities | — | $72K | $74K | 0.1% | |
| Vanguard Federal Money Market Investor | Mutual Funds | — | $66K | $66K | 0.1% | |
| T. Rowe Price Retirement 2010 Fund I | Other securities | — | $11K | $11K | <0.1% | |
| Deemed Loan | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 75-3182674 |
| — |
| DIRECTED TRUSTEE |
| $0 |
| — |
| MSCS FIN SERVICES DIV OF BROADRID | 33-1151291 | — | DIRECTED TRUSTEE | $0 | — |
