Dale Napier signed Peerless Technologies Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peerless Technologies Corporation's EIN is 36-4353581.
Download the official 2024 Form 5500 (PDF) for Peerless Technologies Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peerless Technologies Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $66K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Federated Hermes Large Cap Growth | Other securities | — | — | $3.8M | 12.1% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $3.8M | 11.9% | |
| American Funds New World Fund | Mutual Funds | — | — | $3.3M | 10.3% | |
| BNY Mellon Dynamic Value Y | Other securities | — | — | $3.2M | 10.0% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $2.0M | 6.2% | |
| Janus Henderson Overseas N | Mutual Funds | — | — | $1.9M | 6.0% | |
| Columbia Corporate Income Inst3 | Other securities | — | — | $1.7M | 5.3% | |
| Empower Annuity Insurance * Company of America EI Fixed Account Series II | Common Stocks | — | — | $1.4M | 4.4% | |
| Victory Government Securities | Other securities | — | — | $1.3M | 4.0% | |
| American Century Small Cap Growth | Other securities | — | — | $1.2M | 3.9% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $1.2M | 3.8% | |
| Invesco Small Cap Value | Mutual Funds | — | — | $1.2M | 3.7% | |
| Fidelity Capital & Income | Mutual Funds | — | — | $1.1M | 3.4% | |
| Federated Hermes Mid Cp Growth R6 | Other securities | — | — | $989K | 3.1% | |
| Pimco Intl Bond Fund | Mutual Funds | — | — | $924K | 2.9% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $668K | 2.1% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $400K | 1.3% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $288K | 0.9% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $286K | 0.9% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $256K | 0.8% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $211K | 0.7% | |
| participants maturing at various dates through 2033 | Other securities | — | — | $197K | 0.6% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $183K | 0.6% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $147K | 0.5% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $61K | 0.2% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $53K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ANDERSON FINANCIAL STRATEGIES, LLC |
| — |
| DAYTON, OH |
| INVESTMENT ADVISOR |
| $66K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT SOLUTIONS ETC, LTD | — | DAYTON, OH | CONTRACT ADMIN | $10K | — |
