Gary Pearce signed Pearce Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pearce Industries, Inc.'s EIN is 74-1892795.
Download the official 2024 Form 5500 (PDF) for Pearce Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pearce Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $131K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 500 Index Fund | Common Collective Trusts | — | — | $11.8M | 16.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $10.0M | 13.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $5.5M | 7.6% | |
| iShares Short-Term TIPS Bond Index Fund | Common Collective Trusts | — | — | $5.1M | 6.9% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $4.4M | 6.0% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $3.6M | 4.9% | |
| Fidelity Short-Term Bond Index Fund | Common Collective Trusts | — | — | $3.5M | 4.7% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $3.0M | 4.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 3.9% | |
| BlackRock Total Return Fund | Other securities | — | — | $2.9M | 3.9% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $2.6M | 3.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 3.5% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $2.3M | 3.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $2.2M | 3.0% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $2.0M | 2.8% | |
| Participant Loans 4.25% - 9.50% 0 | Bonds / Notes | — | — | $1.5M | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| Participant-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.3M | 1.8% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $1.2M | 1.6% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $982K | 1.3% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $580K | 0.8% | |
| Fidelity Freedom Index 2035 Fund Premier | Mutual Funds | — | — | $430K | 0.6% | |
| Fidelity Freedom Index 2030 Fund Premier | Mutual Funds | — | — | $173K | 0.2% | |
| Fidelity Freedom Index 2040 Fund Premier | Mutual Funds | — | — | $135K | 0.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity Freedom Index 2050 Fund Premier | Mutual Funds | — | — | $27K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Premier | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2025 Fund Premier | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2060 Fund Premier | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2045 Fund Premier | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC |
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $59K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON & MELTON LLP | — | HOUSTON, TX | AUDITOR | $2K | — |
