Julie Nowacki signed Pioneer Home, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pioneer Home, Inc.'s EIN is 41-0711612.
Download the official 2024 Form 5500 (PDF) for Pioneer Home, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pioneer Home, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced R5E Mutual Funds N/A | Mutual Funds | — | — | $1.5M | 27.2% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.1M | 20.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $552K | 10.1% | |
| Index Select Moderate Retirement I Collective Trust Funds N/A | Common Collective Trusts | — | — | $551K | 10.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $551K | 10.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $534K | 9.7% | |
| Fidelity 500 Index Mutual Funds N/A | Common Collective Trusts | — | — | $344K | 6.3% | |
| General Account Guaranteed Investment Contract N/A | Stable Value | — | — | $328K | 6.0% | |
| MFS Growth R3 Mutual Funds N/A | Mutual Funds | — | — | $143K | 2.6% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $62K | 1.1% | |
| BlackRock Total Return Instl Mutual Funds N/A | Other securities | — | — | $41K | 0.7% | |
| Fidelity Mid Cap Index Mutual Funds N/A | Mutual Funds | — | — | $40K | 0.7% | |
| Index Select Aggressive Retirement Fund CL I Collective Trust Funds N/A | Common Collective Trusts | — | — | $40K | 0.7% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $40K | 0.7% | |
| Hartford Dividend and Growth R6 Mutual Funds N/A | Other securities | — | — | $30K | 0.5% | |
| JP Morgan MID Cap Growth R5 Mutual Funds N/A | Other securities | — | — | $17K | 0.3% | |
| Note receivable from participant Maturing 2025-2028 at - | Other securities | — | — | $15K | 0.3% | |
| Fidelity Small Cap Growth K6 Mutual Funds N/A | Mutual Funds | — | — | $10K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $8K | 0.1% | |
| American Funds Europacific Growth R6 Mutual Funds N/A | Mutual Funds | — | — | $5K | <0.1% | |
| PIMCO Income A Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Victory Integrity Small-Cap Value Y Mutual Funds N/A | Other securities | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
