Scott Wheeler signed Perfectvision Manufacturing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perfectvision Manufacturing, Inc.'s EIN is 71-0692685.
Download the official 2024 Form 5500 (PDF) for Perfectvision Manufacturing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perfectvision Manufacturing, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $66K | — |
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 Group Inc. Vanguard Growth Index Fund Admiral; 27,805.060 Shares | Common Collective Trusts | — | $28K | $5.9M | 16.6% | |
| WP SR AGGRESSIVE 2 ALTA TRUST COMPANY · EIN 81-2752913 / PN 001 | Common Collective Trust | — | $131K | $3.1M | 8.9% | |
| WP SR GROWTH 2 ALTA TRUST COMPANY · EIN 81-2787171 / PN 001 | Common Collective Trust | — | $121K | $2.5M | 7.2% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2030; 66.976.742 Shares | Mutual Funds | — | — | $2.5M | 7.2% | |
| WP SR BALANCED 2 ALTA TRUST COMPANY · EIN 81-2820802 / PN 001 | Common Collective Trust | — | $87K | $1.6M | 4.6% | |
| Vanguard Group Inc. Vanguard Mid-Cap Growth Index Fund Admiral; 14,673.833 Shares | Common Collective Trusts | — | $15K | $1.6M | 4.5% | |
| Vanguard Group Inc. Vanguard Mid Cap Value Index Fund Admiral; 17,883.536 Shares | Common Collective Trusts | — | $18K | $1.5M | 4.2% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2040; 33,757.309 Shares | Mutual Funds | — | $34K | $1.5M | 4.1% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2035; 57,634.787 Shares | Mutual Funds | — | $58K | $1.4M | 3.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.3M | $1.3M | 3.6% | |
| Fidelity Management & Research Company Fidelity Total Market Index Fund; 7,683.970 Shares | Common Collective Trusts | — | $8K | $1.2M | 3.5% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2045; 41,377.073 Shares | Mutual Funds | — | $41K | $1.2M | 3.5% | |
| Vanguard Group Inc. Vanguard Value Index Fund Admiral; 16,115.022 Shares | Common Collective Trusts | — | $16K | $1.1M | 3.0% | |
| Fidelity Management & Research Company Fidelity Global ex U.S. Index Fund; 72,541.075 Shares | Common Collective Trusts | — | $73K | $1.0M | 3.0% | |
| Vanguard Group Inc. Vanguard Small Cap Growth Index Fund Admiral; 9,515.651 Shares | Common Collective Trusts | — | $10K | $937K | 2.7% | |
| Vanguard Group Inc. Vanguard Small Cap Value Index Fund Admiral; 10,610.328 Shares | Common Collective Trusts | — | $11K | $904K | 2.6% | |
| Vanguard Group Inc. Vanguard Intermediate-Term Treasury Index Fund Admiral; 45,224.836 Shares | Common Collective Trusts | — | $45K | $886K | 2.5% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2050; 16,857.456 Shares | Mutual Funds | — | $17K | $840K | 2.4% | |
| Participant loans Various loans with maturity dates ranging from January 2025 through March 2031 with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $651K | 1.8% | |
| Fidelity Management & Research Company Fidelity Emerging Markets Index Fund; 43,523.019 Shares | Common Collective Trusts | — | $44K | $455K | 1.3% | |
| WP SR CONSERVATIVE 2 Wealthpath Conservative; Collective Investment Trust; 23,843.671 Shares | Common Collective Trusts | — | $24K | $353K | 1.0% | |
| WP SR CONSEVATIVE 2 ALTA TRUST COMPANY · EIN 81-2856710 / PN 001 | Common Collective Trust | — | — | $353K | 1.0% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2025; 17,658.131 Shares | Mutual Funds | — | $18K | $330K | 0.9% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2055; 5,797.595 Shares | Mutual Funds | — | $6K | $322K | 0.9% | |
| Fidelity Management & Research Company Fidelity U.S. Bond Index Fund; 30,658.348 Shares | Common Collective Trusts | — | $31K | $313K | 0.9% | |
| Fidelity Management & Research Company Fidelity Small Cap Index Fund; 7,532.712 Shares | Common Collective Trusts | — | $8K | $209K | 0.6% | |
| Fidelity Management & Research Company Fidelity Mid Cap Index Fund; 5,879.899 Shares | Common Collective Trusts | — | $6K | $199K | 0.6% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2060; 3,428.256 Shares | Mutual Funds | — | $3K | $176K | 0.5% | |
| WP SR MODERATE 2 ALTA TRUST COMPANY · EIN 81-2877419 / PN 001 | Common Collective Trust | — | $9K | $136K | 0.4% | |
| Vanguard Group Inc. Vanguard Commodity Strategy Fund Admiral; 4,453.918 Shares | Mutual Funds | — | $4K | $113K | 0.3% | |
| DFA Real Estate DFA Real Estate Securities Portfolio Institutional Class; 1,504.173 Shares | Mutual Funds | — | $2K | $60K | 0.2% | |
| Vanguard Group Inc. Vanguard Target Retirement Income Fund; 3,785.646 Shares | Mutual Funds | — | $4K | $50K | 0.1% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2020; 1,040.106 Shares | Mutual Funds | — | $1K | $28K | <0.1% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2065; 647.644 Shares | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity Management & Research Company Fidelity Government Money Market; 11,528.510 Shares | Mutual Funds | — | $12K | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
