Sonia Taylor signed PCC Community Wellness Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PCC Community Wellness Center's EIN is 36-3828320.
Download the official 2024 Form 5500 (PDF) for PCC Community Wellness Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PCC Community Wellness Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD INS INC | — | NORCROSS, GA | BROKER/DEALER | $0 | — |
| OSAIC WEALTH, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SCOTTDALE, AZ |
| BROKER/DEALER |
| $0 |
| — |
| HORNER, TOENSEND & KENT, LLC | — | HORSHAM, PA | BROKER/DEALER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 T Date R6 Registered Investment Company | Mutual Funds | — | — | $2.8M | 16.2% | |
| American Funds 2045 T Date R6 | Mutual Funds | — | — | $2.7M | 15.7% | |
| American Funds 2035 T Date R6 | Mutual Funds | — | — | $2.2M | 12.8% | |
| American Funds 2050 T Date R6 | Mutual Funds | — | — | $1.5M | 8.7% | |
| American Funds 2030 T Date R6 | Mutual Funds | — | — | $1.1M | 6.7% | |
| American Funds 2055 T Date R6 | Mutual Funds | — | — | $1.1M | 6.6% | |
| VOYA VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $803K | 4.7% | |
| iShares S&P 500 Index Fund K | Common Collective Trusts | — | — | $772K | 4.5% | |
| American Funds 2025 T Date R6 | Mutual Funds | — | — | $665K | 3.9% | |
| BlkRck High Yield Port K | Other securities | — | — | $414K | 2.4% | |
| Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $369K | 2.2% | |
| Total Group Annuity Contracts | Common Stocks | — | — | $269K | 1.6% | |
| AB Large Cap Grw Fnd Z | Other securities | — | — | $254K | 1.5% | |
| Vangrd Dev Mkts Index Fd Adm | Other securities | — | — | $242K | 1.4% | |
| TRwPr Value Fund I | Other securities | — | — | $212K | 1.2% | |
| American Funds 2060 T Date R6 | Mutual Funds | — | — | $211K | 1.2% | |
| Vangrd Small-Cap Index Fnd Adm | Other securities | — | — | $153K | 0.9% | |
| Voya Fixed Account (4550) | Other securities | — | — | $130K | 0.8% | |
| Fidelity VIP Contrafund Portfolio Registered Investment Company | Mutual Funds | — | — | $127K | 0.7% | |
| PGIM Total Return Bond Fund R6 | Other securities | — | — | $124K | 0.7% | |
| American Funds 2020 T Date R6 | Mutual Funds | — | — | $118K | 0.7% | |
| Parnassus Core Eqty Fnd Ins | Other securities | — | — | $113K | 0.7% | |
| American Funds 2010 T Date R6 | Mutual Funds | — | — | $108K | 0.6% | |
| Voya Fixed Plus Account III | Other securities | — | — | $103K | 0.6% | |
| Dodge & Cox Intl Stock Fd I 224 Fidelity Adv Intl Growth Fnd Z | Mutual Funds | — | — | $92K | 0.5% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $91K | 0.5% | |
| Voya Index Plus LargeCap Prt I | Other securities | — | — | $77K | 0.5% | |
| American Funds 2015 T Date R6 | Mutual Funds | — | — | $76K | 0.4% | |
| American Funds 2065 T Date R6 | Mutual Funds | — | — | $67K | 0.4% | |
| Voya Solution 2045 Port Srv | Other securities | — | — | $65K | 0.4% | |
| Notes receivable from participants (maturity dates ranging from January 2025 to November 2028, interest rates ranging from 8.75% to 9.50%) | Bonds / Notes | — | — | $61K | 0.4% | |
| AmCen Ultra Fund R6 | Other securities | — | — | $52K | 0.3% | |
| Putnam Global Technology Fd R6 | Mutual Funds | — | — | $48K | 0.3% | |
| Vanguard Real Estate Indx Adm | Mutual Funds | — | — | $48K | 0.3% | |
| Voya Gov Money Market Port I | Cash / Money Market | — | — | $47K | 0.3% | |
| NorthrnFds Glob Sust Ind F CI | Other securities | — | — | $46K | 0.3% | |
| BNY Mellon Glb Fxd Inc F Y | Common Stocks | — | — | $45K | 0.3% | |
| Fidelity VIP Overseas Prt I | Mutual Funds | — | — | $43K | 0.3% | |
| Allspg Spec MdCp Vl Fd R6 | Other securities | — | — | $37K | 0.2% | |
| JPMorgan Mid Cap Growth Fd R6 | Other securities | — | — | $37K | 0.2% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $37K | 0.2% | |
| Voya Fixed Plus Account (4564) | Other securities | — | — | $36K | 0.2% | |
| VY JPM MdCp Value Port Srv | Other securities | — | — | $33K | 0.2% | |
| PGIM Global Real Estate Fd R6 | Other securities | — | — | $30K | 0.2% | |
| Fidelity Emerging Markets Fd K | Mutual Funds | — | — | $29K | 0.2% | |
| VY Invesco Eqty & Inc Pt I | Mutual Funds | — | — | $29K | 0.2% | |
| Voya Glob Insights Port Init | Other securities | — | — | $25K | 0.1% | |
| American Funds EuroPacific R4 | Mutual Funds | — | — | $21K | 0.1% | |
| Artisan International Fund Inv | Other securities | — | — | $20K | 0.1% | |
| Voya Large Cap Growth Prt Ins | Other securities | — | — | $19K | 0.1% |
