Jeffrey Hardin signed Peace River Citrus Products, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peace River Citrus Products, Inc.'s EIN is 65-0262599.
Download the official 2024 Form 5500 (PDF) for Peace River Citrus Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peace River Citrus Products, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Government MoneyMarket | Mutual Funds | — | — | $11.3M | 15.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $9.4M | 13.2% | |
| Fidelity LargeCap Growth Index | Mutual Funds | — | — | $9.0M | 12.7% | |
| Putnam Large Cap Value | Mutual Funds | — | — | $5.9M | 8.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.9M | 8.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $3.2M | 4.4% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.8M | 4.0% | |
| Victory Sycamore Victory Sycamore Est Value | Other securities | — | — | $2.8M | 3.9% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.8M | 3.9% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.6M | 3.7% | |
| flexPATH Index Moderate Retirement | Other securities | — | — | $2.4M | 3.3% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.4M | 3.3% | |
| American Funds Capital Group American Funds American Balance Fund | Mutual Funds | — | — | $2.2M | 3.0% | |
| Fidelity Mid Cap Growth | Mutual Funds | — | — | $2.1M | 3.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.7M | 2.4% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.7M | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.4M | 1.9% | |
| JPMorgan JP Morgan Government Bond Fund | U.S. Treasuries | — | — | $1.2M | 1.7% | |
| Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $1.1M | 1.6% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $1.1M | 1.5% | |
| American Century Investments American Century Small Cap Value | Other securities | — | — | $1.1M | 1.5% | |
| JPMorgan JP Morgan Small Cap Growth | Other securities | — | — | $1.0M | 1.4% | |
| PGIM Investments PGIM Global Total Return | Other securities | — | — | $912K | 1.3% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $450K | 0.6% | |
| flexPATH Index Conservative Retirement | Other securities | — | — | $425K | 0.6% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $425K | 0.6% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $389K | 0.5% | |
| flexPATH Index Aggressive Retirement | Other securities | — | — | $318K | 0.4% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $318K | 0.4% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $317K | 0.4% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $298K | 0.4% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $62K | <0.1% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $60K | <0.1% | |
| flexPATH Index Conservative 2055 | Other securities | — | — | $35K | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $35K | <0.1% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $1 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
