Pella Carolina, Inc.'s EIN is 56-2280814.
Download the official 2024 Form 5500 (PDF) for Pella Carolina, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pella Carolina, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS | 43-0538770 | — | INVESTMENT/FINANCIAL ADVI | $28K | — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $3.9M | 31.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.9M | 15.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.5M | 12.1% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $1.1M | 9.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $638K | 5.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $430K | 3.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $419K | 3.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $396K | 3.2% | |
| MACQUARIEDIVERSIFIED INCOME R6 | Registered Investment Companies | — | — | $344K | 2.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $328K | 2.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $321K | 2.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $280K | 2.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $244K | 2.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $180K | 1.5% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $147K | 1.2% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $80K | 0.7% | |
| COLUMBIA SMALL CAP INDEX INST3 | Registered Investment Companies | — | — | $35K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $26K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | <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 |
| $6K |
| — |
