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 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 26-0516431 | — | NONE | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Common Collective Trusts | — | — | $51.3M | 17.6% | |
| GROWTH FUND OF AMERICA R6 | Other securities | — | — | $30.8M | 10.6% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $30.5M | 10.5% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $20.1M | 6.9% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $14.7M | 5.1% | |
| NEUBERGER BERMAN LGCAPVALUE R6 | Other securities | — | — | $11.7M | 4.0% | |
| SCHWAB SMALL-CAP INDEX FUND | Common Collective Trusts | — | — | $10.0M | 3.4% | |
| ISHARES MSCI EAFE INTL IDX K | Common Collective Trusts | — | — | $8.8M | 3.0% | |
| CARILLON SCOUT MID CAP R-6 | Other securities | — | — | $8.3M | 2.8% | |
| EUROPACIFIC GROWTH R6 | Other securities | — | — | $8.0M | 2.8% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $7.3M | 2.5% | |
| AMER FD CAPITAL INC BUILDER R6 | Common Stocks | — | — | $6.9M | 2.4% | |
| VANGUARD FED MONEY MARKET FUND | Mutual Funds | — | — | $6.9M | 2.4% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $6.5M | 2.2% | |
| PIMCO TOTAL RETURN FUND | Mutual Funds | — | — | $6.5M | 2.2% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $6.4M | 2.2% | |
| ISHARES US AGGREGATE BD INDX K | Other securities | — | — | $5.6M | 1.9% | |
| BROWN CAP MGMT SMALL CO INST | Common Stocks | — | — | $5.1M | 1.8% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $4.7M | 1.6% | |
| MORGAN STANLEY INTL EQUITY IS | Other securities | — | — | $4.3M | 1.5% | |
| AMERICAN CENTURY INFL ADJ INST | Other securities | — | — | $4.0M | 1.4% | |
| MFS NEWDISCOVERY VALUE FUND R6 | Mutual Funds | — | — | $4.0M | 1.4% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $3.9M | 1.3% | |
| BBH LIMITED DURATION I | Other securities | — | — | $3.7M | 1.3% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $2.3M | 0.8% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $2.2M | 0.7% | |
| Notes receivable from participants (4.25% - 9.50%); maturing through 2030 | Bonds / Notes | — | — | $1.9M | 0.6% | |
| FIDELITY EMERG MARKETS IDX | Common Collective Trusts | — | — | $1.1M | 0.4% | |
| MICROSOFT CORP | Common Stocks | — | — | $601K | 0.2% | |
| AMAZON.COM INC | Common Stocks | — | — | $581K | 0.2% | |
| APPLE INC | Common Stocks | — | — | $476K | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $469K | 0.2% | |
| NVIDIA CORP | Common Stocks | — | — | $457K | 0.2% | |
| ALPHABET INC CL C | Common Stocks | — | — | $400K | 0.1% | |
| VISA INC CLASS A | Common Stocks | — | — | $344K | 0.1% | |
| UNITEDHEALTH GROUP INC | Common Stocks | — | — | $276K | <0.1% | |
| FIDELITY SHORT TERM BD INDEX | Mutual Funds | — | — | $268K | <0.1% | |
| INTUIT INC | Common Stocks | — | — | $267K | <0.1% | |
| TEXAS INSTRUMENTS INC | Common Stocks | — | — | $253K | <0.1% | |
| INTUITIVE SURGICAL INC | Common Stocks | — | — | $243K | <0.1% | |
| BLACKROCK INC | Common Stocks | — | — | $226K | <0.1% | |
| SCHWAB MANAGED RET TR FUND INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $217K | <0.1% | |
| MASTERCARD INC | Common Stocks | — | — | $211K | <0.1% | |
| ASML HOLDING NV NY REG | Common Stocks | — | — | $198K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $188K | <0.1% | |
| NOVO NORDISK | Other securities | — | — | $187K | <0.1% | |
| S+P GLOBAL INC | Common Stocks | — | — | $187K | <0.1% | |
| MCDONALD S CORP | Common Stocks | — | — | $181K | <0.1% | |
| EOG RESOURCES INC | Common Stocks | — | — | $178K | <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 |
|---|---|---|---|---|---|
| FAYEZ SAROFIM & CO | 74-1312679 | — | NONE | $37K | — |
| ASSURANCE DIMENSIONS | 26-3429295 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
