Michael DUNN signed P COR, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P COR, LLC's EIN is 38-3322462.
Download the official 2024 Form 5500 (PDF) for P COR, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P COR, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, 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 | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GJC CPA'S & ADVISORS | 38-2029668 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| SMARTRETIREMENT PSV BLND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.4% | |
| SMARTRETIREMENT PSV BLND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.1% | |
| SMARTRETIREMENT PSV BLND INCOME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.1% | |
| SMARTRETIREMENT PSV BLND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $936K | 7.8% | |
| SMARTRETIREMENT PSV BLND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $936K | 7.8% | |
| SMARTRETIREMENT PSV BLND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $924K | 7.7% | |
| TOTAL INTL STOCK MRKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $918K | 7.6% | |
| SMARTRETIREMENT PSV BLND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $831K | 6.9% | |
| SMARTRETIREMENT PSV BLND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $817K | 6.8% | |
| Vanguard Federal Money Market Fund 785,802 shares (a) | Mutual Funds | — | — | $786K | 6.5% | |
| TOTAL STOCK MARKET IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $493K | 4.1% | |
| SMARTRETIREMENT PSV BLND 2060 JPMORGAN CHASE BANK, N.A. · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $366K | 3.0% | |
| TOTAL BOND MARKET IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $208K | 1.7% | |
| SMARTRETIREMENT PSV BLND 2065 JPMORGAN CHASE BANK, N.A. · EIN 92-0325611 / PN 001 | Common Collective Trust | — | — | $120K | 1.0% | |
| percent to 10.25 percent -0- | Other securities | — | — | $93K | 0.8% | |
| Empower Self-Directed Brokerage Various participant- Accounts directed holdings (a) | Self-Directed Brokerage | — | — | $67K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $8K | — |
