Pitts Enterprises, Inc.'s EIN is 63-0703410.
Download the official 2024 Form 5500 (PDF) for Pitts Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pitts Enterprises, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest-bearing cash * Servis 1st Bank Commercial money-market account | Cash / Money Market | — | $2.3M | $2.3M | 53.6% | |
| Pitts Enterprises, Inc. Common stock; 30,000 shares | Common Stocks | — | $1.4M | $1.5M | 33.8% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | $171K | $198K | 4.6% | |
| Exchange-traded funds Ishares Core U.S. Aggregate Bond ETF | Other securities | — | $168K | $171K | 3.9% | |
| Ishares Core MSCI EAFE ETF | Other securities | — | $45K | $44K | 1.0% | |
| Ishares Core S&P Mid-Cap ETF | Other securities | — | $35K | $38K | 0.9% | |
| Vanguard Mid-Cap Index Fund ETF | Common Collective Trusts | — | $22K | $25K | 0.6% | |
| Ishares Broad USD High Yield Corporate Bond ETF | Other securities | — | $22K | $22K | 0.5% | |
| Ishares Core MSCI Emerging Markets ETF | Other securities | — | $21K | $22K | 0.5% | |
| Ishares Core S&P Small-Cap ETF | Other securities | — | $15K | $16K | 0.4% | |
| Raymond James Raymond James Selected Sweep | Other securities | — | $11K | $11K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
