INNA Eleon signed PSL Group America's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PSL Group America's EIN is 52-2124029.
Download the official 2024 Form 5500 (PDF) for PSL Group America from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PSL Group America'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $8.0M | 18.3% | |
| PIONEER LARGE CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $3.4M | 7.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.0M | 6.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.3M | 5.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $2.1M | 4.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 4.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.9M | 4.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 3.7% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $1.6M | 3.7% | |
| US LARGE CAP VAL PORT III INST | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| LORD ABBETT DEVELOPING GR R4 | Registered Investment Companies | — | — | $1.4M | 3.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| COLUMBIA TRUST STBL INC ADM25 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 134 | Common Collective Trust | — | — | $1.2M | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.0M | 2.3% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $991K | 2.3% | |
| PGIM TOTAL RETURN BOND CIT LP WILMINGTON TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $913K | 2.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $814K | 1.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $736K | 1.7% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $687K | 1.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $614K | 1.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $513K | 1.2% | |
| LORD ABBETT SHORT DUR INC R4 | Registered Investment Companies | — | — | $398K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $353K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $221K | 0.5% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $199K | 0.5% | |
| FID ADV FOCUSED EMERGING MKT I | Registered Investment Companies | — | — | $136K | 0.3% | |
| INVESCO INTL BOND Y | Registered Investment Companies | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $71K |
| — |
