Kathy Myhand signed Pkware, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pkware, Inc.'s EIN is 39-1566010.
Download the official 2024 Form 5500 (PDF) for Pkware, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pkware, 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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INCORPORATED | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $4.4M | 31.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.9M | 13.5% | |
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.2M | 8.8% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.0% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.8% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $899K | 6.4% | |
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $610K | 4.4% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $551K | 3.9% | |
| T. Rowe Price T. Rowe Price Growth Stock | Other securities | — | — | $503K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $456K | 3.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $340K | 2.4% | |
| Fidelity Advisor Strategic Income I | Mutual Funds | — | — | $224K | 1.6% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $147K | 1.0% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $121K | 0.9% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $105K | 0.8% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $75K | 0.5% | |
| Macquarie Macquire Small Cap Core Institutional | Other securities | — | — | $62K | 0.4% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $60K | 0.4% | |
| Clearbridge Large Cap Value C | Other securities | — | — | $41K | 0.3% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $22K | 0.2% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth A | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
