PEPI Corporation's EIN is 74-2070055.
Download the official 2024 Form 5500 (PDF) for PEPI Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PEPI Corporation's plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $531 | — |
| Name | EIN | Location |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.8M | 99.9% | |
| s: (1) Massachusetts Mutual Life Insurance Co. MassMutual S&P 500 Index Fund | Mutual Funds | — | — | $939K | 24.8% | |
| Great Gray Trust Company, LLC IndexSelect Moderate 2035 Fund | Common Stocks | — | — | $746K | 19.7% | |
| Great Gray Trust Company, LLC IndexSelect Moderate 2045 Fund | Common Stocks | — | — | $695K | 18.4% | |
| Great Gray Trust Company, LLC IndexSelect Moderate 2055 Fund | Common Stocks | — | — | $365K | 9.6% | |
| Great Gray Trust Company, LLC IndexSelect Moderate Retirement Fund | Common Stocks | — | — | $288K | 7.6% | |
| American Funds American Funds Balanced Fund | Mutual Funds | — | — | $120K | 3.2% | |
| Amundi US Pioneer Fundamental Growth Fund | Other securities | — | — | $95K | 2.5% | |
| BlackRock iShares Russell Mid-Cap Index Fund | Common Collective Trusts | — | — | $87K | 2.3% | |
| Great Gray Trust Company, LLC IndexSelect Aggressive 2045 Fund | Common Stocks | — | — | $54K | 1.4% | |
| Hartford Mutual Funds The Hartford International Opportunities Fund | Other securities | — | — | $42K | 1.1% | |
| BlackRock iShares Russell 2000 Small-Cap Index Fund | Common Collective Trusts | — | — | $38K | 1.0% | |
| Great Gray Trust Company, LLC IndexSelect Aggressive 2035 Fund | Common Stocks | — | — | $32K | 0.9% | |
| Invesco Main Street Mid Cap Fund | Mutual Funds | — | — | $32K | 0.8% | |
| BlackRock iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $30K | 0.8% | |
| American Funds American Funds Investment Company of America Fund | Mutual Funds | — | — | $30K | 0.8% | |
| Great Gray Trust Company, LLC IndexSelect Conservative Retirement Fund | Common Stocks | — | — | $29K | 0.8% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund | Other securities | — | — | $22K | 0.6% | |
| Massachusetts Mutual Life Insurance Co. MassMutual Small Cap Opportunities Fund | Common Stocks | — | — | $21K | 0.6% | |
| JPMorgan JP Morgan Small Cap Value Fund | Other securities | — | — | $20K | 0.5% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $20K | 0.5% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $15K | 0.4% | |
| Invesco Diversified Dividend Fund | Mutual Funds | — | — | $15K | 0.4% | |
| American Funds American Funds Capital Income Builder Fund | Mutual Funds | — | — | $14K | 0.4% | |
| Massachusetts Mutual Life Insurance Co. MassMutual Small Cap Growth Equity Fund | Common Stocks | — | — | $13K | 0.3% | |
| DWS Investment Management Americas DWS RREEF Real Estate Securities Fund | Other securities | — | — | $11K | 0.3% | |
| Invesco International Diversified Fund | Mutual Funds | — | — | $5K | 0.1% | |
| Great Gray Trust Company, LLC IndexSelect Aggressive 2055 Fund | Common Stocks | — | — | $4K | 0.1% | |
| Empower Annuity Insurance Company * of America MassMutual Guaranteed Interest Account | Common Stocks | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $8K | — |
| LEGACY ASSET MANAGEMENT INC | — | HOUSTON, TX | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D. STARK COMPANY | 74-1537058 | HOUSTON, TX | CONTRACT ADMIN | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY, P.C. | 74-2181616 | — | AUDITOR | $17K | — |
