Sharon LANG signed PGAL, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PGAL, Inc.'s EIN is 76-0291476.
Download the official 2024 Form 5500 (PDF) for PGAL, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PGAL, 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 | -$22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $56K | — |
| LPL FINANCIAL LLC | 04-3046611 |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund 38,597 shares | Mutual Funds | — | $39K | $7.9M | 15.9% | |
| Fidelity Large Cap Growth Index Fund 179,626 shares | Common Collective Trusts | — | $180K | $7.0M | 14.2% | |
| Fidelity Advisor Freedom 2070 Fund - Class Z 18 shares 187 Mahindra Manulife Mid Cap Fund - Regular Growth 114,162 shares | Mutual Funds | — | $114K | $3.3M | 6.8% | |
| Fidelity Advisor Freedom 2040 Fund - Class Z 188,929 shares | Mutual Funds | — | $189K | $3.1M | 6.3% | |
| Fidelity Advisor Freedom 2030 Fund - Class Z 203,166 shares | Mutual Funds | — | $203K | $2.9M | 5.8% | |
| JPMorgan U.S. Equity Fund Class R6 99,714 shares | Other securities | — | $100K | $2.5M | 5.0% | |
| Fidelity Advisor Freedom 2035 Fund - Class Z 163,161 shares | Mutual Funds | — | $163K | $2.4M | 4.8% | |
| Fidelity Advisor Freedom 2050 Fund - Class Z 174,573 shares | Mutual Funds | — | $175K | $2.3M | 4.7% | |
| Fidelity Advisor Freedom 2055 Fund - Class Z 121,625 shares | Mutual Funds | — | $122K | $1.8M | 3.7% | |
| Touchstone Small Company Fund - Class Y 243,846 shares | Common Stocks | — | $244K | $1.7M | 3.4% | |
| Fidelity Government Money Market Fund 1,642,924 shares | Mutual Funds | — | $1.6M | $1.6M | 3.3% | |
| Columbia Dividend Income Fund Institutional 3 Class 47,459 shares | Other securities | — | $47K | $1.6M | 3.2% | |
| Fidelity Advisor Freedom 2045 Fund - Class Z 101,993 shares | Mutual Funds | — | $102K | $1.4M | 2.7% | |
| Fidelity Advisor Government Income Fund - Class Z 40,179 shares | Mutual Funds | — | $40K | $1.3M | 2.6% | |
| Fidelity Advisor Freedom 2025 Fund - Class Z 90,583 shares | Mutual Funds | — | $91K | $1.1M | 2.3% | |
| Diamond Hill Select Fund Class Y 43,815 shares | Other securities | — | $44K | $1.0M | 2.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $1.1M | $988K | 2.0% | |
| Brandywine Corporate Credit Fund 86,517 shares | Other securities | — | $87K | $917K | 1.9% | |
| Fidelity Advisor Freedom 2060 Fund - Class Z 59,579 shares | Mutual Funds | — | $60K | $813K | 1.6% | |
| Royce Small-Cap Opportunity Fund Investment Class 35,447 shares | Other securities | — | $35K | $549K | 1.1% | |
| T Rowe Price Balanced Fund - Class I 17,092 shares | Mutual Funds | — | $17K | $449K | 0.9% | |
| Fidelity Advisor International Capital Appreciation Fund - Class Z 49,228 shares | Mutual Funds | — | $49K | $443K | 0.9% | |
| Varying Maturity Dates Through 2031 | Other securities | — | — | $424K | 0.9% | |
| Columbia Overseas Value Inst2 34,199 shares | Other securities | — | $34K | $360K | 0.7% | |
| Fidelity International Index Fund 6,643 shares | Common Collective Trusts | — | $7K | $316K | 0.6% | |
| Fidelity Mid Cap Index Fund 8,365 shares | Common Collective Trusts | — | $8K | $282K | 0.6% | |
| JPMorgan Small Cap Growth Fund 12,593 shares | Other securities | — | $13K | $262K | 0.5% | |
| Fidelity Advisor Freedom 2065 Fund - Class Z 18,346 shares | Mutual Funds | — | $18K | $237K | 0.5% | |
| Fidelity Advisor Freedom 2010 Fund - Class Z 12,487 shares | Mutual Funds | — | $12K | $131K | 0.3% | |
| Fidelity Advisor Freedom 2015 Fund - Class Z 11,991 shares | Mutual Funds | — | $12K | $125K | 0.3% | |
| Fidelity Advisor Freedom 2020 Fund - Class Z 4,488 shares | Mutual Funds | — | $4K | $53K | 0.1% | |
| Fidelity Government Money Market Fund Class K6 2,975 shares | Mutual Funds | — | $3K | $3K | <0.1% | |
| Fidelity Advisor Freedom Income - Class Z 251 shares | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $12K |
| — |
