LISA Lomonico signed PDI Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PDI Technologies' EIN is 75-1883667.
Download the official 2024 Form 5500 (PDF) for PDI Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PDI Technologies' plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, 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 | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $52K | — |
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 | — | — | $18.6M | 13.7% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $16.7M | 12.3% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $14.4M | 10.6% | |
| J. P. Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $14.1M | 10.4% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $8.7M | 6.4% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $8.0M | 5.9% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $7.9M | 5.8% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $5.7M | 4.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $5.6M | 4.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.9M | 2.8% | |
| Columbia Dividend Income Fund | Other securities | — | — | $3.7M | 2.8% | |
| John Hancock Bond Fund | Other securities | — | — | $3.2M | 2.4% | |
| Federated Hermes Capital Preservation | Other securities | — | — | $3.0M | 2.2% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.8M | 2.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 2.0% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $2.7M | 2.0% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $2.5M | 1.8% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $2.4M | 1.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.9M | 1.4% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.5M | 1.1% | |
| Participant Loans 4.25% - 10.50% 0 | Bonds / Notes | — | — | $1.5M | 1.1% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.5M | 1.1% | |
| Principal SmallCap Fund | Other securities | — | — | $735K | 0.5% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $703K | 0.5% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $150K | 0.1% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $99K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $53K | <0.1% | |
| Fidelity Freedom 2070 Fund ** 467 * Fidelity Freedom Income Fund | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
