Podimetrics, Inc.'s EIN is 46-0882330.
Download the official 2024 Form 5500 (PDF) for Podimetrics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Podimetrics, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| " Freedom Index 2045 | Other securities | — | — | $1.5M | 17.1% | |
| " Freedom Index 2055 | Other securities | — | — | $1.3M | 14.6% | |
| " Freedom Index 2050 | Other securities | — | — | $1.1M | 12.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 12.2% | |
| " Freedom Index 2060 | Other securities | — | — | $835K | 9.2% | |
| " Freedom Index 2040 | Other securities | — | — | $540K | 6.0% | |
| " Freedom Index 2035 | Other securities | — | — | $465K | 5.1% | |
| Goldman Sachs Financial Square Government | Other securities | — | — | $338K | 3.7% | |
| " Freedom Index 2030 | Other securities | — | — | $227K | 2.5% | |
| " International Index | Other securities | — | — | $212K | 2.3% | |
| " Mid Cap Index | Other securities | — | — | $139K | 1.5% | |
| " Freedom Index Income | Other securities | — | — | $138K | 1.5% | |
| " Small Cap Index | Other securities | — | — | $135K | 1.5% | |
| " Advantage Small Cap Growth | Other securities | — | — | $124K | 1.4% | |
| LARGE CAP GRWTH FD III CI R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $111K | 1.2% | |
| " Short-Term Bond Index | Other securities | — | — | $100K | 1.1% | |
| " Freedom Index 2065 | Other securities | — | — | $91K | 1.0% | |
| INTERNATIONAL GROWTH II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $89K | 1.0% | |
| Notes receivable from participants Bearing interest at 8.75%-9.5% - | Bonds / Notes | — | — | $70K | 0.8% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $61K | 0.7% | |
| Voya Intermediate Bond | Other securities | — | — | $56K | 0.6% | |
| Janus Henderson Multi-Sector Income | Mutual Funds | — | — | $50K | 0.6% | |
| JPMorgan Equity Income | Other securities | — | — | $46K | 0.5% | |
| American Funds New World | Mutual Funds | — | — | $30K | 0.3% | |
| " Freedom Index 2025 | Other securities | — | — | $26K | 0.3% | |
| MFS Mid-Cap Growth | Mutual Funds | — | — | $24K | 0.3% | |
| Franklin Templeton Small Cap Value | Mutual Funds | — | — | $16K | 0.2% | |
| " Freedom Index 2020 | Other securities | — | — | $12K | 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 |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | 20-4780677 | — | CONTRACT ADMINISTRATOR | $7K | — |
