Mark C. LANG signed Pennenergy Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pennenergy Resources, LLC's EIN is 45-2673440.
Download the official 2024 Form 5500 (PDF) for Pennenergy Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pennenergy Resources, LLC'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.
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $8.1M | 29.5% | |
| BLACKROCK MSCI ACWI EX-U.S. IDX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $4.4M | 16.1% | |
| BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $2.2M | 8.1% | |
| PGIM TOTAL RETURN BOND FUND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.1M | 7.8% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.8M | 6.6% | |
| PIMCO Income FD Instl. Mutual fund | Mutual Funds | — | — | $1.6M | 5.8% | |
| Vanguard Target Retirement 2055 Inv. Mutual fund | Mutual Funds | — | — | $1.6M | 5.7% | |
| Baird Aggregate BD Inst. Mutual fund | Other securities | — | — | $990K | 3.6% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $725K | 2.7% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $692K | 2.5% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $627K | 2.3% | |
| Fidelity Strategic Income Fund Mutual fund ** 1 Fidelity Total Market Index Fund Mutual fund | Common Collective Trusts | — | — | $618K | 2.3% | |
| RTSV - Metlife GAC Ser 25053 CL0 Collective investment trust | Common Collective Trusts | — | — | $480K | 1.8% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $480K | 1.8% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $261K | 1.0% | |
| Notes receivable from participants Loans maturing at various dates through November 2029 and bearing interest at rates ranging from 4.25% to 9.50%. | Bonds / Notes | — | — | $204K | 0.7% | |
| Vanguard Target Retirement 2060 Inv. Mutual fund | Mutual Funds | — | — | $159K | 0.6% | |
| AQR Large Cap Defensive Style R6 Mutual fund | Other securities | — | — | $118K | 0.4% | |
| BLACKROCK U.S. DEBT INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $96K | 0.4% | |
| Vanguard Target Retirement 2065 Inv. Mutual fund | Mutual Funds | — | — | $88K | 0.3% | |
| Oakmark Intl. FD Inst. Mutual fund | Other securities | — | — | $70K | 0.3% | |
| CLEARBRIDGE LARGE CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 82-3109705 / PN 345 | Common Collective Trust | — | — | $62K | 0.2% | |
| Dodge & Cox Stock FU Mutual fund | Mutual Funds | — | — | $55K | 0.2% | |
| Cohen & Steers Real Estate Secs I Mutual fund | Other securities | — | — | $54K | 0.2% | |
| EMERGING MARKETS FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $40K | 0.1% | |
| Undiscovered Mgrs. Bhvrl. Value R6 Mutual fund | Other securities | — | — | $40K | 0.1% | |
| DFA Intl Small Cap Value Port Instl Mutual fund | Mutual Funds | — | — | $39K | 0.1% | |
| Primecap Odyssey Aggr. Growth Fd Mutual fund | Mutual Funds | — | — | $38K | 0.1% | |
| PIMCO Commodity Return Strat. Instl. Mutual fund | Mutual Funds | — | — | $24K | <0.1% | |
| Brown Capital Mgmt. Small Co. Instl. Mutual fund | Common Stocks | — | — | $22K | <0.1% | |
| Victory Sycamore Established Value R6 Mutual fund | Other securities | — | — | $15K | <0.1% | |
| PIMCO Real Return FD Instl. Mutual fund | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Inv. Mutual fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
