Pooneh Sadeghi signed PCI Energy Solutions A.K.A. Power Costs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PCI Energy Solutions A.K.A. Power Costs, Inc.'s EIN is 73-1408922.
Download the official 2024 Form 5500 (PDF) for PCI Energy Solutions A.K.A. Power Costs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PCI Energy Solutions A.K.A. Power Costs, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERTSON & ROBERTSON, PLLC | 26-1631123 | — | CONSULTANT | $9K | — |
| LEGACY ASSET MANAGEMENT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | — | $11.1M | 24.5% | |
| Fidelity Investments | Mutual Funds | — | — | $3.5M | 7.8% | |
| Fidelity Investments | Mutual Funds | — | — | $3.3M | 7.3% | |
| Fidelity Investments | Mutual Funds | — | — | $2.9M | 6.5% | |
| Fidelity Investments | Mutual Funds | — | — | $2.7M | 6.0% | |
| Fidelity Investments | Mutual Funds | — | — | $2.2M | 4.9% | |
| Fidelity Investments | Mutual Funds | — | — | $2.0M | 4.4% | |
| Fidelity Investments | Mutual Funds | — | — | $1.8M | 3.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 2.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.1M | 2.4% | |
| Columbia Funds | Other securities | — | — | $1.0M | 2.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.0M | 2.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.0M | 2.2% | |
| Fidelity Investments | Mutual Funds | — | — | $1.0M | 2.2% | |
| Fidelity Investments | Mutual Funds | — | — | $980K | 2.2% | |
| Fidelity Investments | Mutual Funds | — | — | $859K | 1.9% | |
| Fidelity Investments | Mutual Funds | — | — | $832K | 1.8% | |
| PIMCO | Mutual Funds | — | — | $629K | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $594K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $570K | 1.3% | |
| NYLI Mgmt LLC | Other securities | — | — | $541K | 1.2% | |
| Vanguard | Mutual Funds | — | — | $475K | 1.1% | |
| Cohen & Steers | Other securities | — | — | $394K | 0.9% | |
| Victory Capital Management Inc. | Common Stocks | — | — | $353K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $343K | 0.8% | |
| Capital Research and Mgmt Co. | Common Stocks | — | — | $332K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $316K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $227K | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $213K | 0.5% | |
| Janus | Mutual Funds | — | — | $198K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $193K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $162K | 0.4% | |
| Participant Loans | Participant loans | — | $0 | $162K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $149K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $120K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $120K | 0.3% | |
| AMG Funds LLC | Other securities | — | — | $103K | 0.2% | |
| PIMCO | Mutual Funds | — | — | $77K | 0.2% | |
| Baron Capital Group | Common Stocks | — | — | $73K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $53K | 0.1% | |
| RidgeWorth Funds | Other securities | — | — | $43K | <0.1% | |
| Invesco | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $52 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 76-0574055 |
| — |
| CONSULTANT |
| $6K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
