Heather Raymond signed PGA TOUR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PGA TOUR, Inc.'s EIN is 52-0999206.
Download the official 2024 Form 5500 (PDF) for PGA TOUR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PGA TOUR, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | NONE | $69K | — |
| ASSURANCE DIMENSIONS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO TOTAL RETURN FUND INSTL CLASS | Mutual Funds | — | $60.5M | $51.9M | 15.3% | |
| BLACKROCK STRAT INCM OPPTY PORT K | Other securities | — | $47.3M | $46.2M | 13.6% | |
| AMERICAN FD GROWTH FD OF AMERICA R6 | Other securities | — | $28.1M | $43.1M | 12.7% | |
| SCHWAB S&P 500 INDEX FUND - SELECT S | Common Collective Trusts | — | $13.1M | $40.3M | 11.9% | |
| BBH LIMITED DURATION FD CL I | Other securities | — | $31.0M | $31.8M | 9.4% | |
| BNY MELLON APPREC FUND. INC. CL Y | Common Stocks | — | $28.9M | $31.8M | 9.4% | |
| NEUBERGER BERMAN LARGE CAP VALUE R6 | Other securities | — | $23.3M | $25.8M | 7.6% | |
| MORGAN STANLEY INST INTL EQ R6 | Other securities | — | $34.2M | $24.4M | 7.2% | |
| BROWN CAPITAL MGMT SMALL CO INSTL | Common Stocks | — | $24.1M | $17.2M | 5.1% | |
| MFS NEW DISCOVERY VALUE FD R6 | Mutual Funds | — | $14.7M | $17.1M | 5.1% | |
| AMERICAN CENTURY INFLATION ADJ BD R5 | Other securities | — | $10.9M | $9.6M | 2.8% | |
| VANGUARD FED MONEY MKT FD INVEST SHR | Mutual Funds | — | $8K | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-3429295 |
| — |
| NONE |
| $10K |
| — |
| CHARLES SCHWAB & CO INC | 94-1737782 | — | NONE | $0 | — |
