The Peplinski Group, Inc.'s EIN is 38-3561614.
Download the official 2024 Form 5500 (PDF) for The Peplinski Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Peplinski Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $23K | — |
| 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 | Common Collective Trusts | — | — | $2.9M | 13.7% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.0M | 9.5% | |
| Delaware Diversified Income Fund | Other securities | — | — | $1.4M | 6.7% | |
| Fixed annuities * Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $1.3M | 6.1% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $925K | 4.4% | |
| Delaware Small Cap Value Fund | Other securities | — | — | $902K | 4.3% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $901K | 4.3% | |
| AMERICAN CENTURY RD HYBRID 2035 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $876K | 4.1% | |
| Columbia Dividend Income Instl Fund | Other securities | — | — | $872K | 4.1% | |
| AMERICAN CENTURY RD HYBRID IN RET BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $701K | 3.3% | |
| AMERICAN CENTURY RD HYBRID 2025 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $698K | 3.3% | |
| AMERICAN CENTURY RD HYBRID 2040 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $695K | 3.3% | |
| American Funds Investment Company of America Fund | Mutual Funds | — | — | $659K | 3.1% | |
| AMERICAN CENTURY RD HYBRID 2045 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $610K | 2.9% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | — | $579K | 2.7% | |
| Columbia Mid Cap Index Instl Fund | Other securities | — | — | $543K | 2.6% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $534K | 2.5% | |
| AMERICAN CENTURY RD HYBRID 2030 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $492K | 2.3% | |
| Allspring Special Mid Cap Value Fund | Mutual Funds | — | — | $479K | 2.3% | |
| Columbia Small Cap Index Instl | Other securities | — | — | $426K | 2.0% | |
| AMERICAN CENTURY RD HYBRID 2050 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $425K | 2.0% | |
| BLACKROCK EMERGING MARKETS EQ IDX GREAT GRAY · EIN 20-3802262 / PN 008 | Common Collective Trust | — | — | $422K | 2.0% | |
| Blackrock Global Allocation Fund | Other securities | — | — | $357K | 1.7% | |
| Hartford Dividend and Growth Fund | Other securities | — | — | $307K | 1.5% | |
| AMERICAN CENTURY RD HYBRID 2055 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $286K | 1.4% | |
| Nuveen Real Estate Securities Fund | Mutual Funds | — | — | $199K | 0.9% | |
| Blackrock Inflation Protected Bond Fund | Other securities | — | — | $180K | 0.9% | |
| Principal High Yield Fund | Other securities | — | — | $150K | 0.7% | |
| Franklin Dynatech Fund | Mutual Funds | — | — | $123K | 0.6% | |
| AMERICAN CENTURY RD HYBRID 2060 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699608 / PN 088 | Common Collective Trust | — | — | $106K | 0.5% | |
| Clearbridge Small Cap Growth Fund | Other securities | — | — | $56K | 0.3% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $19K | <0.1% | |
| AMERICAN CENTURY RD HYBRID 2065 BENEFIT PLANS ADMIN SERV COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | OTHER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS ROSS & COMPANY | — | GRAND RAPIDS, MI | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDREWS HOOPER PAVLIK PLC | — | SAGINAW, MI | OTHER | $14K | — |
