PEA Group's EIN is 38-1813731.
Download the official 2024 Form 5500 (PDF) for PEA Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PEA Group'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $88K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 Fund | Common Collective Trusts | — | — | $4.0M | 12.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.4M | 10.8% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $3.3M | 10.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.3M | 7.2% | |
| American Century American Century Moderate Strategic Allocation Fund | Other securities | — | — | $1.6M | 5.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.6M | 5.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.6M | 5.0% | |
| MID CAP GROWTH FUND II CL I1 GREAT GRAY · EIN 38-7304118 / PN 181 | Common Collective Trust | — | — | $1.4M | 4.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.3M | 4.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.0M | 3.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $918K | 2.9% | |
| PIMCO Income Fund | Mutual Funds | — | — | $860K | 2.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $754K | 2.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $664K | 2.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $567K | 1.8% | |
| Vanguard Mid Cap Value Fund | Mutual Funds | — | — | $559K | 1.8% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $531K | 1.7% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $528K | 1.7% | |
| Empower Key Guarenteed Portfolio Fund | Other securities | — | — | $491K | 1.6% | |
| Fidelity Advisor Small Cap Value Fund | Mutual Funds | — | — | $459K | 1.5% | |
| DFA Emerging Markets Portfolio | Mutual Funds | — | — | $364K | 1.2% | |
| Invesco Growth and Income Fund | Mutual Funds | — | — | $353K | 1.1% | |
| American Century American Century Aggressive Strategic Allocation Fund | Other securities | — | — | $328K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $323K | 1.0% | |
| DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $301K | 1.0% | |
| American Century American Century Conservative Strategic Allocation Fund | Other securities | — | — | $252K | 0.8% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $243K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $241K | 0.8% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $204K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $121K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $33K | 0.1% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $31K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KESTRA INVESTMENT SERVICES LLC |
| — |
| AUSTIN, TX |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TDM RETIREMENT SERVICES, LLC | — | BLOOMFIELD HILLS, MI | CONTRACT ADMIN | $15K | — |
