Laura Lapeer signed P & M Holding Group, LLP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P & M Holding Group, LLP's EIN is 38-1357951.
Download the official 2023 Form 5500 (PDF) for P & M Holding Group, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)P & M Holding Group, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $275K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $188.4M | 28.7% | |
| Metropolitan West Ttl Rtn Bd 1 | Other securities | — | — | $87.1M | 13.3% | |
| T. Rowe T. Rowe Price Inst Mid-Cap Eq Gr | Other securities | — | — | $51.5M | 7.9% | |
| MFS Intl Intrinsic Value R3 | Mutual Funds | — | — | $45.3M | 6.9% | |
| Harbor Capital Appreciation | Other securities | — | — | $41.9M | 6.4% | |
| Vanguard Intl Growth Admiral | Mutual Funds | — | — | $34.1M | 5.2% | |
| BlackRock Equity Dividend Cl I | Other securities | — | — | $33.9M | 5.2% | |
| Capital Group Europacific Growth R6 | Common Stocks | — | — | $28.7M | 4.4% | |
| American Beacon American Beacon SMCAP VA R6 | Other securities | — | — | $24.6M | 3.7% | |
| T. Rowe T. Rowe QM US Smallcap Grth Eq I | Other securities | — | — | $20.4M | 3.1% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $20.1M | 3.1% | |
| Principal Diversified Real | Other securities | — | — | $14.9M | 2.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $11.4M | 1.7% | |
| JP Morgan JP Morgan Midcap Value Instl | Other securities | — | — | $9.8M | 1.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $6.8M | 1.0% | |
| Vanguard TOT Intl Stk Idx Adm | Common Collective Trusts | — | — | $5.7M | 0.9% | |
| PIMCO Real Return Fund - Instl | Mutual Funds | — | — | $4.5M | 0.7% | |
| Cohen & Steers Cohen & Steers Real Est Sec A | Other securities | — | — | $3.5M | 0.5% | |
| Federated Instl Hi Yld Bond | Other securities | — | — | $3.3M | 0.5% | |
| BlackRock Strat Inc Opp A | Common Stocks | — | — | $2.6M | 0.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.2M | 0.3% | |
| Participants Participant notes receivable bearing interest rates ranging from 5.25% to 10.5% - | Bonds / Notes | — | — | $2.2M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
