Sandi Vaughn signed PCF Acquisition Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PCF Acquisition Co.'s EIN is 56-1785063.
Download the official 2024 Form 5500 (PDF) for PCF Acquisition Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PCF Acquisition Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement Fund | Other securities | — | — | $9.4M | 16.5% | |
| Investment Contract * MassMutual SAGIC Diversified Bond II | Other securities | — | — | $7.9M | 13.9% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $5.4M | 9.4% | |
| BlackRock Lifepath Index 2055 Fund | Mutual Funds | — | — | $4.5M | 7.8% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 6.4% | |
| Vanguard Value Index | Mutual Funds | — | — | $3.2M | 5.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $3.0M | 5.3% | |
| BlackRock Lifepath Index 2030 Fund | Other securities | — | — | $2.2M | 3.8% | |
| American Funds American Funds New Perspective | Mutual Funds | — | — | $2.1M | 3.7% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.9M | 3.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.8M | 3.2% | |
| maturing through June 2039 | Other securities | — | — | $1.7M | 3.0% | |
| BlackRock Lifepath Index 2050 Fund | Other securities | — | — | $1.7M | 3.0% | |
| BlackRock Lifepath Index 2035 Fund | Other securities | — | — | $1.7M | 3.0% | |
| Janus Henderson Janus Flexible Bond Fund | Mutual Funds | — | — | $1.6M | 2.8% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $1.5M | 2.7% | |
| BlackRock Lifepath Index 2045 Fund | Other securities | — | — | $1.5M | 2.6% | |
| BlackRock Lifepath Index 2040 Fund | Other securities | — | — | $1.2M | 2.1% | |
| BlackRock Lifepath Index 2060 Fund | Other securities | — | — | $492K | 0.9% | |
| BlackRock Lifepath Index 2065 Fund | Other securities | — | — | $391K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MSJC LP |
| — |
| COPPELL, TX |
| INVESTMENT ADVISOR |
| $83K |
| — |
| CFO4LIFE GROUP LLC | — | COPPELL, TX | INVESTMENT ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | — | ST. LOUIS, MO | AUDITOR | $30K | — |
