Bettyjo NOE signed PEG Companies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PEG Companies, Inc.'s EIN is 84-4084376.
Download the official 2024 Form 5500 (PDF) for PEG Companies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PEG Companies, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $44K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT, LLC | 46-5576228 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK HIGH YIELD K 20 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.5M | 13.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.5M | 13.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 12.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $971K | 8.6% | |
| AMERICAN FUNDS NEW WORLD R6 73 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $885K | 7.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $815K | 7.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $786K | 6.9% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $769K | 6.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $717K | 6.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $295K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $269K | 2.4% | |
| FIDELITY ADVISOR VALUE STRAT K | Registered Investment Companies | — | — | $143K | 1.3% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $139K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $137K | 1.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $125K | 1.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $100K | 0.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $95K | 0.8% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $90K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM 98 REGISTERED INVESTMENT COMPANY PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $83K | 0.7% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $80K | 0.7% | |
| INVESCO CORE BOND R6 | Registered Investment Companies | — | — | $75K | 0.7% | |
| DFA GLOBAL REAL ESTATE SEC I 20 REGISTERED INVESTMENT COMPANY AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $74K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $44K | 0.4% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | 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.
| INVESTMENT/FINANCIAL ADVI |
| $27K |
| — |
