Jennifer Matlock signed PMG Indiana LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PMG Indiana LLC's EIN is 62-1354786.
Download the official 2024 Form 5500 (PDF) for PMG Indiana LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PMG Indiana LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND Mutual Fund | Mutual Funds | — | — | $3.5M | 24.7% | |
| FID FRDM BLD INC K Mutual Fund | Mutual Funds | — | — | $1.3M | 9.4% | |
| FID FRDM BLD 2040 K Mutual Fund | Mutual Funds | — | — | $1.3M | 9.3% | |
| FID FRDM BLD 2050 K Mutual Fund | Mutual Funds | — | — | $1.3M | 8.8% | |
| FID FRDM BLD 2030 K Mutual Fund | Mutual Funds | — | — | $784K | 5.5% | |
| AM CENT HERITAGE INV Mutual Fund | Other securities | — | — | $733K | 5.1% | |
| OAKMARK EQ & INC INV Mutual Fund | Common Stocks | — | — | $597K | 4.2% | |
| FID SMALL CAP VALUE Mutual Fund | Mutual Funds | — | — | $568K | 4.0% | |
| FID LOW PRICED STK Mutual Fund | Mutual Funds | — | — | $417K | 2.9% | |
| FID GOVT MMKT Money Market Mutual Fund | Mutual Funds | — | — | $401K | 2.8% | |
| M&N PROBLND MAXTRM S Mutual Fund | Other securities | — | — | $354K | 2.5% | |
| FID INTL DISCOVERY Mutual Fund | Mutual Funds | — | — | $332K | 2.3% | |
| BUFFALO SMALL CAP Mutual Fund | Other securities | — | — | $319K | 2.2% | |
| FID FRDM BLD 2055 K Mutual Fund | Mutual Funds | — | — | $301K | 2.1% | |
| FID FRDM BLD 2035 K Mutual Fund | Mutual Funds | — | — | $229K | 1.6% | |
| AM CENT EQUITY INC Mutual Fund | Common Stocks | — | — | $217K | 1.5% | |
| FID FRDM BLD 2020 K Mutual Fund | Mutual Funds | — | — | $212K | 1.5% | |
| FID FRDM BLD 2070 K Mutual Fund ** $737 * PARTICIPANT LOANS bearing interest at 4.25% - 9.5% | Mutual Funds | — | — | $212K | 1.5% | |
| FID FRDM BLD 2060 K Mutual Fund | Mutual Funds | — | — | $210K | 1.5% | |
| NAA SMID CAP VALUE A Mutual Fund | Other securities | — | — | $188K | 1.3% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $181K | 1.3% | |
| PIMCO ToT RETURN ADM Mutual Fund | Mutual Funds | — | — | $143K | 1.0% | |
| INVS DEVELOP MKT A Mutual Fund | Other securities | — | — | $126K | 0.9% | |
| FID FRDM BLD 2065 K Mutual Fund | Mutual Funds | — | — | $109K | 0.8% | |
| FID STRATEGIC INCOME Mutual Fund | Mutual Funds | — | — | $100K | 0.7% | |
| FID FRDM BLD 2045 K Mutual Fund | Mutual Funds | — | — | $84K | 0.6% | |
| FID FRDM BLD 2025 K Mutual Fund | Mutual Funds | — | — | $49K | 0.3% | |
| FID FRDM BLD 2015 K Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| FID FRDM BLD 2010 K Mutual Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
