Debra Brown signed PK U.S.A. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PK U.S.A. Inc.'s EIN is 62-1359375.
Download the official 2024 Form 5500 (PDF) for PK U.S.A. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PK U.S.A. 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | 36-4291971 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $15.3M | 73.7% | |
| Group Annuity Contract of American United Life Insurance Company AUL Fixed Fund 4.00% | Bonds / Notes | — | — | $3.3M | 16.1% | |
| Fidelity VIP Growth 115,245 units | Mutual Funds | — | $115K | $2.6M | 12.6% | |
| Fidelity Adv Freedom 2040 I 651,028 units | Mutual Funds | — | $651K | $1.3M | 6.4% | |
| AmCent Ultra Inv 67,004 units | Other securities | — | $67K | $1.2M | 5.9% | |
| through November 2029 | Other securities | — | — | $1.1M | 5.3% | |
| AUL Stable Value Account 1.75% | Stable Value | — | — | $1.0M | 5.0% | |
| Fidelity Adv Freedom 2030 I 547,418 units | Mutual Funds | — | $547K | $959K | 4.6% | |
| American Funds American Balanced R4 258,153 units | Mutual Funds | — | $258K | $895K | 4.3% | |
| State Street S&P 500 Index CI Fund 50,795 units | Common Collective Trusts | — | $51K | $893K | 4.3% | |
| Fidelity Adv Freedom 2035 I 383,971 units | Mutual Funds | — | $384K | $735K | 3.5% | |
| Fidelity Adv Freedom 2050 I 328,805 units | Mutual Funds | — | $329K | $675K | 3.3% | |
| Vanguard Vif Small Comp Growth 125,461 units | Mutual Funds | — | $125K | $574K | 2.8% | |
| Invesco Diversified Div Inv 182,925 units | Mutual Funds | — | $183K | $550K | 2.7% | |
| Pioneer Bond 440,595 units | Other securities | — | $441K | $524K | 2.5% | |
| Fidelity Adv Freedom 2055 I 216,407 units | Mutual Funds | — | $216K | $441K | 2.1% | |
| American Funds Capital World Growth & Income 115,041 units | Mutual Funds | — | $115K | $357K | 1.7% | |
| Fidelity Adv Freedom 2025 I 210,265 units | Mutual Funds | — | $210K | $345K | 1.7% | |
| Vanguard Short Term Federal 130,902 units | Mutual Funds | — | $131K | $282K | 1.4% | |
| Goldman Sachs Money Market Government Adm 248,965 units | Cash / Money Market | — | $249K | $278K | 1.3% | |
| Fidelity Adv Freedom 2060 I 104,721 units | Mutual Funds | — | $105K | $213K | 1.0% | |
| Columbia Mid Cap Index 51,093 units | Other securities | — | $51K | $200K | 1.0% | |
| American Funds Europacific Growth 94,154 units | Mutual Funds | — | $94K | $196K | 0.9% | |
| MFS Mid Cap Growth 44,856 units | Mutual Funds | — | $45K | $193K | 0.9% | |
| Fidelity Adv Freedom Income I 142,941 units | Mutual Funds | — | $143K | $185K | 0.9% | |
| Fidelity Adv Freedom 2015 I 76,678 units | Mutual Funds | — | $77K | $115K | 0.6% | |
| Franklin Small Cap Value 47,043 units | Mutual Funds | — | $47K | $100K | 0.5% | |
| Columbia Small Cap Index 21,600 units | Other securities | — | $22K | $79K | 0.4% | |
| Nuveen Large Cap EQ 12,502 units | Mutual Funds | — | $13K | $64K | 0.3% | |
| MFS Mid Cap Value 22,290 units | Mutual Funds | — | $22K | $49K | 0.2% | |
| Fidelity Adv Freedom 2020 I 27,368 units | Mutual Funds | — | $27K | $43K | 0.2% | |
| Fidelity Adv Freedom 2010 I 14,900 units | Mutual Funds | — | $15K | $21K | 0.1% | |
| Nuveen Bond Index 15,263 units | Mutual Funds | — | $15K | $18K | <0.1% | |
| Fidelity Adv Freedom 2065 I 13,144 units | Mutual Funds | — | $13K | $15K | <0.1% | |
| Nuveen International EQ Index 3,483 units | Mutual Funds | — | $3K | $7K | <0.1% | |
| NUVEEN INTL EQ IDX RETIRE MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $7K | <0.1% |
