Jeffrey Coyle signed Publications International, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Publications International, Ltd.'s EIN is 36-2638265.
Download the official 2024 Form 5500 (PDF) for Publications International, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Publications International, Ltd.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING DEPARTMENT | 20-8874282 | — | ADVISOR | $39K | — |
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 Adm | Common Collective Trusts | — | — | $2.7M | 15.9% | |
| AB US LG CAP GR L WILMINGTON · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.3M | 14.0% | |
| PUTNAM STABLE VALUE (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $2.3M | 14.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.9M | 11.6% | |
| T. Rowe Price T. Rowe Price Val I | Other securities | — | — | $1.6M | 9.7% | |
| Charles Schwab Instl Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $927K | 5.5% | |
| American Funds American Funds Euro Pacific Gr R6 | Mutual Funds | — | — | $679K | 4.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $541K | 3.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $536K | 3.2% | |
| Prudential PGIM Total Return BD Z | Other securities | — | — | $420K | 2.5% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $391K | 2.3% | |
| Victory Integrity Small Cap Value Y | Other securities | — | — | $368K | 2.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $365K | 2.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $328K | 2.0% | |
| Vanguard Target Retirement Inc | Mutual Funds | — | — | $307K | 1.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $264K | 1.6% | |
| State Street Bank & Trust Co. Money market fund - Cash Reserve Funds | Cash / Money Market | — | — | $177K | 1.1% | |
| Vanguard Total Bd Market Index Adm | Mutual Funds | — | — | $151K | 0.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $130K | 0.8% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $93K | 0.6% | |
| Vanguard Extended Market Index Adm | Mutual Funds | — | — | $49K | 0.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $43K | 0.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $32K | 0.2% | |
| Participants Participant notes receivable - Bearing interest rates ranging from 4.25 to 9.5 percent - | Other securities | — | — | $20K | 0.1% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $8K | <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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 36-2638265 | — | AUDITOR | $12K | — |
