Brandon HYZY signed P&C Group 1, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P&C Group 1, Inc.'s EIN is 38-3303625.
Download the official 2023 Form 5500 (PDF) for P&C Group 1, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)P&C Group 1, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $51K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| VANG 500 INDEX ADM | Common Collective Trusts | — | $5.8M | $7.0M | 14.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $6.5M | $6.5M | 13.9% | |
| TRP BLUE CHIP GRTH | Other securities | — | $4.2M | $5.1M | 10.8% | |
| METWEST TOT RTN BD I | Other securities | — | $4.1M | $4.1M | 8.7% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $2.8M | $3.2M | 6.8% | |
| AB SM CAP GRTH Z | Other securities | — | $2.7M | $3.0M | 6.5% | |
| J H ENTERPRISE T | Other securities | — | $1.9M | $1.9M | 4.1% | |
| AF SMALLCAP WORLD R6 | Other securities | — | $1.6M | $1.9M | 4.0% | |
| AS SPL SM CAP VAL A | Other securities | — | $1.3M | $1.5M | 3.1% | |
| TRP VALUE | Other securities | — | $1.4M | $1.4M | 3.1% | |
| DFA REAL EST SEC I | Mutual Funds | — | $1.3M | $1.2M | 2.6% | |
| AF NEW WORLD R6 | Other securities | — | $1.1M | $1.2M | 2.6% | |
| VANG EXT MKT IDX ADM | Common Collective Trusts | — | $966K | $1.1M | 2.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $1.1M | 2.3% | |
| AB GLOBAL BOND I | Other securities | — | $920K | $890K | 1.9% | |
| AS SPL MID CP VAL IS | Other securities | — | $873K | $874K | 1.9% | |
| BLKRK GLOBAL ALLOC I | Other securities | — | $716K | $788K | 1.7% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $740K | $778K | 1.7% | |
| BNYM DYN TOTAL RTN I | Other securities | — | $785K | $769K | 1.6% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $522K | $570K | 1.2% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $402K | $415K | 0.9% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $275K | $300K | 0.6% | |
| GS INTL SM CP INS I | Other securities | — | $239K | $269K | 0.6% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $170K | $180K | 0.4% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $144K | $154K | 0.3% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $143K | $152K | 0.3% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $93K | $97K | 0.2% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $91K | $96K | 0.2% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $39K | $41K | <0.1% | |
| VANG LIFEST GROWTH | Other securities | — | $22K | $23K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $9K | $9K | <0.1% | |
| FID FDM IDX 2015 IPR | Common Collective Trusts | — | $3K | $3K | <0.1% | |
| VANG LIFEST CON GRTH | Other securities | — | $877 | $894 | <0.1% | |
| VANG LIFEST MOD GRTH | Other securities | — | $208 | $214 | <0.1% | |
| FID FDM IDX 2005 IPR | Common Collective Trusts | — | $80 | $81 | <0.1% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | $47 | $47 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
