Sherry Taylor signed P/W Central Business Office, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
P/W Central Business Office, Inc.'s EIN is 56-1767880.
Download the official 2024 Form 5500 (PDF) for P/W Central Business Office, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)P/W Central Business Office, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO | 43-0345811 | — | RIA | $16K | — |
| WILSHIRE ASSOCIATES INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $5.4M | 98.7% | |
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2.7M | 49.2% | |
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $482K | 8.8% | |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $438K | 8.0% | |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $423K | 7.7% | |
| T. ROWE PRICE RETIREMENT 2020 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $420K | 7.7% | |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $351K | 6.4% | |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $126K | 2.3% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $104K | 1.9% | |
| [Assets held in participant loans] | Other | — | — | $64K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $57K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $48K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $43K | 0.8% | |
| FRANKLIN DYNATECH FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $30K | 0.6% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $22K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $22K | 0.4% | |
| THRIVENT MID CAP STOCK FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $18K | 0.3% | |
| HARTFORD MIDCAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $16K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $16K | 0.3% | |
| MFS VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $13K | 0.2% | |
| 500 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $11K | 0.2% | |
| AMERICAN CENTURY SMALL CAP VAL JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $10K | 0.2% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $9K | 0.2% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $9K | 0.2% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $8K | 0.1% | |
| PIMCO INCOME FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $7K | 0.1% | |
| BLACKROCK INTERNATIONAL FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $7K | 0.1% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $7K | 0.1% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| BRANDYWINE GLOBAL OPPS BOND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| HARTFORD BALANCED INCOME FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $838 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $293 | <0.1% |
| 95-2755361 |
| — |
| RIA |
| $1K |
| — |
