Roger Wolfe signed Powercon Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Powercon Corporation's EIN is 52-0709642.
Download the official 2024 Form 5500 (PDF) for Powercon Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Powercon Corporation'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $43K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $15.9M | 35.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.6M | 10.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.3M | 9.6% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $3.7M | 8.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $2.3M | 5.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $741K | 1.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $550K | 1.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $421K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $363K | 0.8% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $351K | 0.8% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $250K | 0.6% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $228K | 0.5% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $220K | 0.5% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $218K | 0.5% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $211K | 0.5% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $197K | 0.4% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $190K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $171K | 0.4% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $152K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $128K | 0.3% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $116K | 0.3% | |
| WILLIAM BLAIR SM MID CAP GR I | Registered Investment Companies | — | — | $99K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $85K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $55K |
| — |
