Eric Hoover signed Pontiac Bancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pontiac Bancorp, Inc.'s EIN is 37-1111348.
Download the official 2024 Form 5500 (PDF) for Pontiac Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pontiac Bancorp, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Investment Contract with Insurance Company *Principal Guaranteed Option | Common Stocks | — | — | $2.6M | 21.4% | |
| American Funds 2050 Target Date Retirement Fund 38,249 shares | Mutual Funds | — | $38K | $799K | 6.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | $12K | $728K | 5.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $9K | $722K | 5.9% | |
| American Funds 2035 Target Date Retirement Fund 34,010 shares | Mutual Funds | — | $34K | $648K | 5.3% | |
| Cohen & Steers Institutional Realty Shares Inc 11 shares 527 Lord Abbett Inflation Focused Fund 47,285 shares | Mutual Funds | — | $47K | $547K | 4.4% | |
| American Funds 2025 Target Date Retirement Fund 35,112 shares | Mutual Funds | — | $35K | $533K | 4.3% | |
| Schwab S&P 500 Index Fund 5,785 shares | Common Collective Trusts | — | $6K | $522K | 4.2% | |
| American Funds High-Income Trust 53,358 shares | Mutual Funds | — | $53K | $521K | 4.2% | |
| American Funds The Bond Fund of America 45,373 shares | Mutual Funds | — | $45K | $505K | 4.1% | |
| BlackRock Strategic Global Bond Fund 96,340 shares | Other securities | — | $96K | $500K | 4.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | $3K | $456K | 3.7% | |
| American Funds 2040 Target Date Retirement Fund 21,825 shares | Mutual Funds | — | $22K | $449K | 3.6% | |
| American Funds New World Fund 5,589 shares | Mutual Funds | — | $6K | $430K | 3.5% | |
| American Funds 2030 Target Date Retirement Fund 18,995 shares | Mutual Funds | — | $19K | $328K | 2.7% | |
| PIMCO Real Return Fund 24,727 shares | Mutual Funds | — | $25K | $282K | 2.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $3K | $269K | 2.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $2K | $200K | 1.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $4K | $199K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $2K | $198K | 1.6% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | $3K | $189K | 1.5% | |
| American Funds 2055 Target Date Retirement Fund 6,803 shares | Mutual Funds | — | $7K | $180K | 1.5% | |
| American Funds 2045 Target Date Retirement Fund 8,210 shares | Mutual Funds | — | $8K | $174K | 1.4% | |
| American Funds 2065 Target Date Retirement Fund 4,331 shares | Mutual Funds | — | $4K | $76K | 0.6% | |
| American Funds 2060 Target Date Retirement Fund 3,247 shares | Mutual Funds | — | $3K | $58K | 0.5% | |
| (E) | Other securities | — | — | $10K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund 772 shares | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
