Debra McRoberts signed PMG Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PMG Services, Inc.'s EIN is 65-0271219.
Download the official 2024 Form 5500 (PDF) for PMG Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PMG Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $335K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $353K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Mutual Fund: 1,296,486.478 shares # | Common Collective Trusts | — | — | $273.9M | 15.5% | |
| Vanguard Inst Index Plus Fund Mutual Fund: 396,259.039 shares # | Mutual Funds | — | — | $189.8M | 10.7% | |
| Fidelity Brokeragelink Self-Directed Brokerage Account # | Self-Directed Brokerage | — | — | $163.9M | 9.3% | |
| JPMorgan CB SR PB 2040 Fund Collective Trust: 2,206,120.195 shares # | Common Collective Trusts | — | — | $104.5M | 5.9% | |
| JPMCB SR PB 2040 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $104.5M | 5.9% | |
| JPMorgan CB SR PB 2035 Fund Collective Trust: 2,244,353.362 shares # | Common Collective Trusts | — | — | $100.0M | 5.7% | |
| JPMCB SR PB 2035 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $100.0M | 5.7% | |
| JPMorgan CB SR PB 2045 Fund Collective Trust: 1,996,133.956 shares # | Common Collective Trusts | — | — | $98.0M | 5.6% | |
| JPMCB SR PB 2045 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $98.0M | 5.6% | |
| JPMCB SR PB 2030 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $83.3M | 4.7% | |
| JPMorgan CB SR PB 2030 Fund Collective Trust: 2,028,873.485 shares # | Common Collective Trusts | — | — | $83.3M | 4.7% | |
| iShares MSCI EAFE Intl Index Fund Mutual Fund: 5,347,995.678 shares # | Common Collective Trusts | — | — | $81.7M | 4.6% | |
| JPMorgan CB SR PB 2050 Fund Collective Trust: 1,502,176.200 shares # | Common Collective Trusts | — | — | $74.4M | 4.2% | |
| JPMCB SR PB 2050 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $74.4M | 4.2% | |
| Vanguard Value Index Fund Mutual Fund: 1,021,330.514 shares # | Common Collective Trusts | — | — | $67.4M | 3.8% | |
| Vanguard Small Growth Index Fund Mutual Fund: 784,359.976 shares # | Common Collective Trusts | — | — | $61.8M | 3.5% | |
| JPMorgan CB SR PB 2025 Fund Collective Trust: 1,448,923.689 shares # | Common Collective Trusts | — | — | $54.2M | 3.1% | |
| JPMCB SR PB 2025 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $54.2M | 3.1% | |
| Vanguard Int Bond Index Fund Mutual Fund: 5,301,334.937 shares # | U.S. Treasuries | — | — | $53.7M | 3.0% | |
| Vanguard Treasury Money Market Fund Mutual Fund: 50,734,396.050 shares # | Mutual Funds | — | — | $50.7M | 2.9% | |
| Vanguard Balanced Index Fund Mutual Fund: 884,307.963 shares # | Common Collective Trusts | — | — | $42.9M | 2.4% | |
| Vanguard Mid Cap Index Fund Mutual Fund: 590,021.465 shares # | Common Collective Trusts | — | — | $42.6M | 2.4% | |
| JPMorgan CB SR PB 2055 Fund Collective Trust: 923,845.987 shares # | Common Collective Trusts | — | — | $38.8M | 2.2% | |
| JPMCB SR PB 2055 CFA JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $38.8M | 2.2% | |
| Vanguard Mid Cap Value Index Fund Mutual Fund: 414,712.250 shares # | Common Collective Trusts | — | — | $34.7M | 2.0% | |
| JPMorgan CB SR PB 2020 Fund Collective Trust: 899,282.692 shares # | Common Collective Trusts | — | — | $30.6M | 1.7% | |
| JPMCB SR PB 2020 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $30.6M | 1.7% | |
| Vanguard Small Value Index Fund Mutual Fund: 475,601.810 shares # | Common Collective Trusts | — | — | $22.6M | 1.3% | |
| Vanguard Int-Term Treas Index Inst Fund Mutual Fund: 742,439.471 shares # | Mutual Funds | — | — | $18.0M | 1.0% | |
| JPMorgan CB SR PB Income Fund Collective Trust: 436,459.315 shares # | Common Collective Trusts | — | — | $13.2M | 0.7% | |
| JPMCB SR PB INC CF-A JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $13.2M | 0.7% | |
| Vanguard Real Estate Index Fund Mutual Fund: 594,299.846 shares # | Common Collective Trusts | — | — | $11.6M | 0.7% | |
| JPMorgan CB SR PB 2060 Fund Collective Trust: 357,855.183 shares # | Common Collective Trusts | — | — | $11.4M | 0.6% | |
| JPMCB SR PB 2060 CFA JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $11.4M | 0.6% | |
| DFA Inflation-Protected Sec Portfolio Fund Mutual Fund: 768,310.382 shares # | Mutual Funds | — | — | $8.3M | 0.5% | |
| Pediatrix Medical Group, Inc. PMG Common Stock Fund: 63,578 shares # | Common Stocks | — | — | $834K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1434504 |
| — |
| INVESTMENT ADVISOR |
| $64K |
| — |
