Brian Grupac signed Pgtek Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pgtek Inc.'s EIN is 54-2059324.
Download the official 2024 Form 5500 (PDF) for Pgtek Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pgtek Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAL | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICES | 54-1620949 | CHANTILLY, VA | — | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE FEES | $1 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERINGTON CONSULTING INC | 20-2554266 | CHANTILLY, VA | TPA FEES | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short- Term Corp Bond Index Admrl Mutual Funds ** 658 Vanguard Short- Term Federal Adm Mutual Funds | Mutual Funds | — | — | $732K | 14.4% | |
| Self-managed brokerage accounts Publicly traded investments | Self-Directed Brokerage | — | — | $725K | 14.2% | |
| Schwab S&P 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $647K | 12.7% | |
| Schwab Treas Inflat Protected Sec Idx FD Mutual Funds | Common Collective Trusts | — | — | $508K | 10.0% | |
| Nuveen Large Cap Gr Indx Mutual Funds | Mutual Funds | — | — | $353K | 6.9% | |
| Invesco Oppen Gold & Spec Mineral Mutual Funds | Mutual Funds | — | — | $263K | 5.2% | |
| Schwab Target 2050 Index Fund Mutual Funds | Common Collective Trusts | — | — | $253K | 5.0% | |
| Schwab Target 2040 Index Fund Mutual Funds | Common Collective Trusts | — | — | $213K | 4.2% | |
| Vanguard Info Tech Index FD Mutual Funds | Mutual Funds | — | — | $182K | 3.6% | |
| Schwab Intl Index FD Mutual Funds | Mutual Funds | — | — | $110K | 2.2% | |
| Vanguard Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $110K | 2.2% | |
| Schwab Target 2030 Index Fund Mutual Funds | Common Collective Trusts | — | — | $109K | 2.1% | |
| Schwab Target 2060 Index Fund Mutual Funds | Common Collective Trusts | — | — | $89K | 1.8% | |
| Schwab Total Stk Mkt Index Mutual Funds | Mutual Funds | — | — | $89K | 1.7% | |
| Schwab Small Cap Index Select Mutual Funds | Mutual Funds | — | — | $81K | 1.6% | |
| Schwab Target 2020 Index Fund Mutual Funds | Common Collective Trusts | — | — | $79K | 1.5% | |
| Notes Receivable from Participants Interest rates 5.25% to 10.50% | Bonds / Notes | — | — | $73K | 1.4% | |
| Vanguard Energy Index Adm Mutual Funds | Mutual Funds | — | — | $54K | 1.1% | |
| Vanguard Health Care Ind FD Mutual Funds | Mutual Funds | — | — | $48K | 0.9% | |
| Vanguard Total World Stock Index Mutual Funds | Mutual Funds | — | — | $48K | 0.9% | |
| Vanguard Small Cap Value Index Mutual Funds | Mutual Funds | — | — | $35K | 0.7% | |
| Vanguard Balanced Index FD Admiral Mutual Funds | Mutual Funds | — | — | $32K | 0.6% | |
| Ishares US Aggregate BD Index Mutual Funds | Other securities | — | — | $24K | 0.5% | |
| Vanguard Small Cap Growth Index Mutual Funds | Mutual Funds | — | — | $22K | 0.4% | |
| Schwab Target 2065 Index Fund Mutual Funds | Common Collective Trusts | — | — | $13K | 0.2% | |
| Vanguard Materials Index FD Mutual Funds | Mutual Funds | — | — | $11K | 0.2% | |
| DFA Real Estate Securities Mutual Funds | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Financials Index FD Adm Mutual Funds | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Emrg Mkts Stk Index FD Mutual Funds | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Hi-Yield Corp FD Admiral Mutual Funds | Mutual Funds | — | — | $5K | 0.1% | |
| Nuveen Large Cap Value Indx Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| T.Rowe Price Us Trs Long- Term IDX Mutual Funds | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
