Mike Streny signed VEE PAK, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VEE PAK, LLC's EIN is 81-5395969.
Download the official 2024 Form 5500 (PDF) for VEE PAK, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VEE PAK, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERENITY INVESTMENT ADVISORS L | 84-4657252 | — | NONE | $28K | — |
| KINGSVIEW ASSET MANAGEMENT LLC |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $13.9M | 18.0% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $8.0M | 10.4% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $7.6M | 9.8% | |
| Schwab US Mid Cap Index | Mutual Funds | — | — | $5.7M | 7.5% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $4.4M | 5.7% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $3.9M | 5.0% | |
| SS S&P 500 IND NL SF CL N STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $3.7M | 4.8% | |
| Charles Schwab Money market fund - Schwab Bank Savings | Mutual Funds | — | — | $3.5M | 4.5% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $3.1M | 4.0% | |
| Participants Participant notes receivable - Interest rates ranging from 3.25 to 8.25 percent - | Other securities | — | — | $2.2M | 2.9% | |
| Fidelity International Index | Mutual Funds | — | — | $2.1M | 2.8% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $2.1M | 2.7% | |
| Schwab US Large Cap Value Index | Mutual Funds | — | — | $2.1M | 2.7% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.8M | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.6M | 2.1% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| Charles Schwab Treasure Inflation Pro Security Index | Mutual Funds | — | — | $1.0M | 1.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $979K | 1.3% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | — | $888K | 1.2% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $644K | 0.8% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $435K | 0.6% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $381K | 0.5% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $297K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4016866 |
| — |
| NONE |
| $28K |
| — |
