Penzeys, Ltd.'s EIN is 39-1623813.
Download the official 2024 Form 5500 (PDF) for Penzeys, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penzeys, Ltd.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.3M | 58.3% | |
| [Assets held in common collective trust] | Other | — | — | $5.5M | 31.3% | |
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 011 | Common Collective Trust | — | — | $5.5M | 31.3% | |
| [Assets held in participant loans] | Other | — | — | $42K | 0.2% |
