Thomas Dawson signed P E Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P E Systems, Inc.'s EIN is 54-0891458.
Download the official 2024 Form 5500 (PDF) for P E Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P E Systems, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | CONTRACT ADMINISTRATOR | $113K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
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.
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 |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVIS | 95-4806910 | — | INVESTMENT ADVISORY | $45K | — |
| PROFESSIONAL BENEFITS SERVICES | — | FAIRFAX, VA | INVESTMENT ADVISORY | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $2K | — |
| MMLIS | — | SPRINGFIELD, MA | INVESTMENT ADVISORY | $0 | — |
| SIGNATURE ESTATE SECURITIES INC | — | LOS ANGELES, CA | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMIN INC | — | FALLS CHURCH, VA | CONTRACT ADMINISTRATOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option 12/31/2024 (at contract value) NR | Other securities | — | — | $6.7M | 22.2% | |
| Principal Core Fixed Income Separate Account Pooled Separate Account NR | Pooled Separate Accounts | — | — | $5.4M | 18.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $5.4M | 18.0% | |
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $3.5M | 11.5% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.5M | 8.4% | |
| T. Rowe Price Value Fund Mutual Fund NR | Other securities | — | — | $2.5M | 8.4% | |
| Fidelity Advisor International Growth Fund Mutual Fund NR | Mutual Funds | — | — | $2.2M | 7.2% | |
| Putnam Small Cap Growth Fund Mutual Fund NR | Mutual Funds | — | — | $974K | 3.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $971K | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $835K | 2.8% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $797K | 2.6% | |
| PGIM High Yield Fund Mutual Fund NR | Other securities | — | — | $721K | 2.4% | |
| DFA U.S. Targeted Value Fund Mutual Fund NR | Mutual Funds | — | — | $680K | 2.3% | |
| Fidelity Real Estate Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $546K | 1.8% | |
| Allspring Special Mid Cap Value Fund Mutual Fund NR | Other securities | — | — | $483K | 1.6% | |
| Various, bearing interest between * Participant loans 4.25 - 9.50% - | Bonds / Notes | — | — | $269K | 0.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $155K | 0.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $135K | 0.4% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $124K | 0.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $102K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $94K | 0.3% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund NR | Other securities | — | — | $69K | 0.2% | |
| PIMCO Diversified Income Institutional Fund Mutual Fund NR | Mutual Funds | — | — | $68K | 0.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $66K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $60K | 0.2% | |
| American Funds Capital World Bond Fund Mutual Fund NR | Mutual Funds | — | — | $49K | 0.2% | |
| (E) | Other securities | — | — | $24K | <0.1% | |
| Victory Pioneer International Equity Fund Mutual Fund NR | Other securities | — | — | $24K | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $14K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $12K | <0.1% | |
| Columbia Overseas Value Fund Mutual Fund NR | Other securities | — | — | $12K | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $2K | <0.1% | |
| VICTORY SYCAMORE ESTABLISHED V VICTORY CAPITAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL DISCIPLINED GR 1 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NORTHERN INTERNATIONAL EQUITY NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPAC GRTH R5 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL TOTAL RETURN BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL BOND MKT INDX A VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS WASH MUTUAL R5 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EQUITY INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SMALL CAP GR EQ I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EMERGING MKTS STK INX VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD WELLESLEY INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
