Pedcor Management Corp.'s EIN is 35-1722212.
Download the official 2024 Form 5500 (PDF) for Pedcor Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pedcor Management Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $86K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth Z 73,976.15 units | Other securities | — | — | $8.1M | 17.4% | |
| Vanguard 500 Index Fund - Admiral 14,713.05 units | Common Collective Trusts | — | — | $8.0M | 17.2% | |
| American Funds 2035 Target Date Fund R6 185,480.63 units | Mutual Funds | — | — | $3.5M | 7.6% | |
| American Funds 2025 Target Date Fund R6 187,828.71 units | Mutual Funds | — | — | $2.9M | 6.1% | |
| American Funds EuroPacific Gr R6 52,034.87 units | Mutual Funds | — | — | $2.8M | 6.0% | |
| Federated Hermes Capital Preservation R6 226,068.14 units | Other securities | — | — | $1.7M | 3.6% | |
| FEDERAL CAPITAL PRESERVA FUND R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.6% | |
| Dodge & Cox Income Fund - I 134,204.06 units | Mutual Funds | — | — | $1.7M | 3.6% | |
| American Funds 2055 Target Date Fund R6 57,787.36 units | Mutual Funds | — | — | $1.5M | 3.3% | |
| Vanguard Small Cap Index Fund - Admiral 13,235.21 units | Common Collective Trusts | — | — | $1.5M | 3.3% | |
| American Funds 2060 Target Date Fund R6 81,203.58 units | Mutual Funds | — | — | $1.5M | 3.1% | |
| American Funds 2045 Target Date Fund R6 67,597.27 units | Mutual Funds | — | — | $1.4M | 3.1% | |
| American Funds 2040 Target Date Fund R6 69,316.44 units | Mutual Funds | — | — | $1.4M | 3.1% | |
| American Funds 2050 Target Date Fund R6 67,070.25 units | Mutual Funds | — | — | $1.4M | 3.0% | |
| American Funds 2030 Target Date Fund R6 73,764.65 units | Mutual Funds | — | — | $1.3M | 2.7% | |
| Vanguard Mid Cap Index Adm 3,138.19 units | Mutual Funds | — | — | $1.0M | 2.2% | |
| JPMorgan Mid Cap Growth R6 17,236.79 units | Other securities | — | — | $891K | 1.9% | |
| Federated Hermes Kaufmann Small Cp Fd R6 17,448.44 units | Other securities | — | — | $847K | 1.8% | |
| JPMorgan US Value R6 7,884.47 units | Other securities | — | — | $659K | 1.4% | |
| PIMCO Income Instl 54,442.61 units | Mutual Funds | — | — | $573K | 1.2% | |
| Columbia Seligman Tech & Information I2 3,680.03 units | Other securities | — | — | $551K | 1.2% | |
| Notes receivable from participants Various maturity dates, 4.00%-9.50% $0 | Bonds / Notes | — | — | $549K | 1.2% | |
| T. Rowe Price Overseas Stock I 39,075.68 units | Other securities | — | — | $490K | 1.1% | |
| BlackRock High Yield Bond Portfolio K 51,267.68 units | Other securities | — | — | $364K | 0.8% | |
| Cohen & Steers Real Estate Securities Z 16,497.74 units | Other securities | — | — | $285K | 0.6% | |
| Goldman Sachs Em Mkts Eq Insghts R6 31,077.29 units | Other securities | — | — | $268K | 0.6% | |
| Royce Small-Cap Opportunity Instl 14,977.44 units | Other securities | — | — | $239K | 0.5% | |
| DFA Inflation-Protected Securities I 21,250.56 units | Mutual Funds | — | — | $229K | 0.5% | |
| MFS Mid Cap Value R6 6,019.04 units | Mutual Funds | — | — | $191K | 0.4% | |
| American Funds 2020 Target Date Fund R6 11,778.72 units | Mutual Funds | — | — | $159K | 0.3% | |
| BlackRock Liquidity FedFund Instl 113,445.23 units | Other securities | — | — | $154K | 0.3% | |
| Vanguard International Value Fund 3,932.52 units | Mutual Funds | — | — | $148K | 0.3% | |
| American Funds 2015 Target Date Fund R6 8,745.02 units | Mutual Funds | — | — | $107K | 0.2% | |
| American Funds 2010 Target Date Fund R6 7,796.29 units | Mutual Funds | — | — | $91K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $34K |
| — |
