William Steckel signed Pernix Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pernix Group Inc.'s EIN is 36-4025775.
Download the official 2024 Form 5500 (PDF) for Pernix Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pernix Group Inc.'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $51K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | NONE |
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 Institutional Index Fund | Common Collective Trusts | — | — | $10.1M | 22.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.9M | 11.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $4.4M | 9.9% | |
| Vanguard Mid-Cap Index | Mutual Funds | — | — | $2.3M | 5.2% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $2.2M | 4.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.0M | 4.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.9M | 4.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.8M | 4.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.6M | 3.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.3M | 2.9% | |
| GOLDMAN SACHS STB VAL TRUST I GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.3M | 2.9% | |
| JP Morgan Large Cap Growth, R6 | Other securities | — | — | $1.2M | 2.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.1M | 2.4% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $928K | 2.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $868K | 1.9% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $823K | 1.8% | |
| Allspring Core Plus Bond Fund R6 | Other securities | — | — | $801K | 1.8% | |
| Vanguard Explorer Fund Adm | Mutual Funds | — | — | $769K | 1.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $707K | 1.6% | |
| PIMCO Income Fund, Institutional | Mutual Funds | — | — | $688K | 1.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $666K | 1.5% | |
| Vanguard Mid-Cap Growth Index | Mutual Funds | — | — | $544K | 1.2% | |
| Fidelity Sustainability Bond | Mutual Funds | — | — | $290K | 0.6% | |
| Vanguard Total World Stock Index | Mutual Funds | — | — | $235K | 0.5% | |
| various maturities) | Other securities | — | — | $232K | 0.5% | |
| Vanguard Industrials Index Fund Adm | Common Collective Trusts | — | — | $196K | 0.4% | |
| JP Morgan Emerging Markets Equity, R6 | Other securities | — | — | $192K | 0.4% | |
| Calvert Equity Fund, R6 | Other securities | — | — | $115K | 0.3% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $99K | 0.2% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $96K | 0.2% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $67K | 0.1% | |
| Vanguard Utilities Index Fund Adm | Common Collective Trusts | — | — | $60K | 0.1% | |
| Allspring Special Small Cap Value Fund | Mutual Funds | — | — | $55K | 0.1% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $45K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Inflation Protected Securities | Mutual Funds | — | — | $7K | <0.1% | |
| Money Market Funds * Vanguard Cash Reserves Federal MM Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $33K |
| — |
