ERIN Ortega signed PFL Tech, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PFL Tech, Inc.'s EIN is 81-0512202.
Download the official 2024 Form 5500 (PDF) for PFL Tech, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PFL Tech, Inc.'s plan includes 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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $27K | — |
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 FID LG CAP GR IDX N/A | Common Collective Trusts | — | — | $6.3M | 25.2% | |
| Fidelity FID FDM IDX 2040 IPR N/A | Common Collective Trusts | — | — | $2.7M | 10.7% | |
| Fidelity FID FDM IDX 2055 IPR N/A | Common Collective Trusts | — | — | $2.1M | 8.5% | |
| Fidelity FID FDM IDX 2035 IPR N/A | Common Collective Trusts | — | — | $1.9M | 7.7% | |
| Fidelity FID FDM IDX 2045 IPR N/A | Common Collective Trusts | — | — | $1.5M | 5.8% | |
| Fidelity FID FDM IDX 2050 IPR N/A | Common Collective Trusts | — | — | $1.4M | 5.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 4.4% | |
| Fidelity FID 500 INDEX N/A | Common Collective Trusts | — | — | $1.0M | 4.0% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $984K | 3.9% | |
| Fidelity FID FDM IDX 2030 IPR N/A | Common Collective Trusts | — | — | $982K | 3.9% | |
| Fidelity FID FDM IDX 2060 IPR N/A | Common Collective Trusts | — | — | $933K | 3.7% | |
| PIMCO PIM RAE PLUS SM I N/A | Mutual Funds | — | — | $829K | 3.3% | |
| Fidelity FID MID CAP IDX N/A | Common Collective Trusts | — | — | $651K | 2.6% | |
| Capital Group COL DIVIDEND INC I3 N/A | Common Stocks | — | — | $648K | 2.6% | |
| Dimensional Fund Advisors DFA REAL EST SEC I N/A | Mutual Funds | — | — | $354K | 1.4% | |
| Fidelity FID SM CAP IDX N/A | Common Collective Trusts | — | — | $313K | 1.3% | |
| MFS MID CAP VALUE R6 N/A | Mutual Funds | — | — | $303K | 1.2% | |
| Fidelity FID FDM IDX 2065 IPR N/A | Common Collective Trusts | — | — | $215K | 0.9% | |
| Fidelity FID US BOND IDX N/A | Common Collective Trusts | — | — | $198K | 0.8% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $115K | 0.5% | |
| Fidelity FID FDM IDX 2025 IPR N/A | Common Collective Trusts | — | — | $111K | 0.4% | |
| Fidelity FID INTL INDEX N/A | Mutual Funds | — | — | $107K | 0.4% | |
| Fidelity FID FDM IDX INC IPR N/A | Common Collective Trusts | — | — | $94K | 0.4% | |
| Dimensional Fund Advisors DFA EMRG MKT CORE EQ N/A | Mutual Funds | — | — | $45K | 0.2% | |
| PUTNAM SM CP GR R GREAT GRAY TRUST COMPANY, LLC · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $44K | 0.2% | |
| Fidelity FID FDM IDX 2020 IPR N/A | Common Collective Trusts | — | — | $18K | <0.1% | |
| Fidelity FID FDM IDX 2015 IPR N/A | Common Collective Trusts | — | — | $17K | <0.1% | |
| Lord Abbet LBL ABT BOND DBNTR R6 N/A | U.S. Treasuries | — | — | $7K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR N/A | Common Collective Trusts | — | — | $6K | <0.1% | |
| Dimensional Fund Advisors DFA INT PRT SEC PORT N/A | Mutual Funds | — | — | $3K | <0.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $3K | <0.1% | |
| J H DEV WRLD BD III GREAT GRAY TRUST COMPANY · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
