Andrew Nguyen signed Pencco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pencco, Inc.'s EIN is 74-2333384.
Download the official 2024 Form 5500 (PDF) for Pencco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pencco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $5K | — |
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 Investments Fidelity Freedom Blend 2040 Fund | Mutual Funds | — | — | $929K | 17.0% | |
| Fidelity Investments Fidelity Freedom Blend 2030 Fund | Mutual Funds | — | — | $771K | 14.1% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $630K | 11.5% | |
| Fidelity Investments Fidelity Freedom Blend 2010 Fund | Mutual Funds | — | — | $514K | 9.4% | |
| Fidelity Investments Fidelity Freedom Blend 2035 Fund | Mutual Funds | — | — | $434K | 7.9% | |
| Fidelity Investments Fidelity Freedom Blend 2060 Fund | Mutual Funds | — | — | $357K | 6.5% | |
| Fidelity Investments Fidelity Freedom Blend 2055 Fund | Mutual Funds | — | — | $277K | 5.1% | |
| Fidelity Investments Fidelity Freedom Blend 2025 Fund | Mutual Funds | — | — | $244K | 4.5% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $232K | 4.2% | |
| Putnam Investment Management, LLC Large Cap Value Fund | Mutual Funds | — | — | $206K | 3.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $206K | 3.8% | |
| Fidelity Investments Fidelity Freedom Blend 2050 Fund | Mutual Funds | — | — | $154K | 2.8% | |
| Fidelity Investments Fidelity Freedom Blend 2045 Fund | Mutual Funds | — | — | $143K | 2.6% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $134K | 2.5% | |
| various dates through November 2039 | Other securities | — | — | $123K | 2.3% | |
| Fidelity Investments Fidelity Freedom Blend 2065 Fund | Mutual Funds | — | — | $56K | 1.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $55K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $46K | 0.8% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $43K | 0.8% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $40K | 0.7% | |
| LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $24K | 0.4% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $21K | 0.4% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $15K | 0.3% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $11K | 0.2% | |
| Putnam Investment Management, LLC Putnam Small Cap Growth Fund | Mutual Funds | — | — | $6K | 0.1% | |
| Principal Funds, Inc. Principal Real Estate Securities Fund | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
