Pete Sylvester signed Sightglass Mgmt, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sightglass Mgmt, Inc.'s EIN is 47-1850549.
Download the official 2024 Form 5500 (PDF) for Sightglass Mgmt, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sightglass Mgmt, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ABG GROWTH CIF R HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 207 | Common Collective Trust | — | — | $1.7M | 37.2% | |
| ABG AGGRESSIVE CIF R1 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 205 | Common Collective Trust | — | — | $1.2M | 26.0% | |
| ABG BALANCED CIF R1 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 206 | Common Collective Trust | — | — | $484K | 10.7% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $201K | 4.4% | |
| Vanguard Information Technology Idx Adm Mutual Fund | Common Collective Trusts | — | — | $130K | 2.9% | |
| ABG INCOME CIF R1 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 208 | Common Collective Trust | — | — | $110K | 2.4% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $93K | 2.1% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $83K | 1.8% | |
| maturing from 2028 to 2030. | Other securities | — | — | $80K | 1.8% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $56K | 1.3% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $53K | 1.2% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | Mutual Funds | — | — | $45K | 1.0% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $35K | 0.8% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $32K | 0.7% | |
| Reliance MetLife Series 25157 CI 0 Collective Trust Fund | Common Collective Trusts | — | — | $32K | 0.7% | |
| RELIANCE TRUST COMPANY SGV RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $32K | 0.7% | |
| Fidelity Advisor Health Care Z Mutual Fund | Mutual Funds | — | — | $30K | 0.7% | |
| JPMorgan U.S Value Fund Class R6 Mutual Fund | Other securities | — | — | $27K | 0.6% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $25K | 0.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $23K | 0.5% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $22K | 0.5% | |
| ABG WEALTH PRESERVATION CIF R HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 209 | Common Collective Trust | — | — | $17K | 0.4% | |
| Vanguard Real Estate Index Admiral Mutual Fund | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $12K | 0.3% | |
| DFA Emerging Markets I Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Undiscovered Managers Behavioral Val R6 Mutual Fund | Other securities | — | — | $7K | 0.1% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | Other securities | — | — | $6K | 0.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $6K | 0.1% | |
| BlackRock High Yield Bond K Mutual Fund | Other securities | — | — | $5K | 0.1% | |
| Dodge & Cox Income CI I 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.
