GAIL Williams signed PIC Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PIC Group, Inc.'s EIN is 62-1409871.
Download the official 2024 Form 5500 (PDF) for PIC Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PIC Group, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $5.1M | 13.3% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $2.2M | 5.7% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $2.2M | 5.7% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.1M | 5.4% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $2.1M | 5.4% | |
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.8M | 4.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.8M | 4.6% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $1.8M | 4.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.7M | 4.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.7M | 4.4% | |
| TOUCHSTONE LARGE CAP FOCUSED A | Registered Investment Companies | — | — | $1.6M | 4.1% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $1.2M | 3.1% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.1M | 3.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $1.0M | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $793K | 2.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $742K | 1.9% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $728K | 1.9% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $706K | 1.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $687K | 1.8% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $594K | 1.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $582K | 1.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $578K | 1.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $543K | 1.4% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $372K | 1.0% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $257K | 0.7% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $240K | 0.6% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $128K | 0.3% | |
| THE HARTFORD BALANCED INC R5 | Registered Investment Companies | — | — | $69K | 0.2% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $61K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $44K | 0.1% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $43K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOORE COLSON | 58-1653941 | — | ACCOUNTANT | $20K | — |
