Michelle Hosmer signed Pomeroy Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pomeroy Technologies LLC's EIN is 85-0862996.
Download the official 2024 Form 5500 (PDF) for Pomeroy Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pomeroy Technologies LLC's 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 | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $39K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust Company Putnam Large Cap Value Fund | Mutual Funds | — | — | $12.0M | 11.0% | |
| PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $12.0M | 11.0% | |
| Spartan 500 Index Fund | Common Collective Trusts | — | — | $9.6M | 8.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $9.5M | 8.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $9.0M | 8.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $6.0M | 5.5% | |
| Fidelity Select Software | Mutual Funds | — | — | $5.7M | 5.2% | |
| Global Trust Company American Century U.S. Premier Large Cap Trust | Common Stocks | — | — | $5.3M | 4.8% | |
| AC US PR LGCPGR TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 027 | Common Collective Trust | — | — | $5.3M | 4.8% | |
| T. Rowe Price TRP Mid Cap Growth | Other securities | — | — | $5.2M | 4.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $4.5M | 4.1% | |
| Galliard Stable Return Fund | Other securities | — | — | $4.5M | 4.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.1% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $4.4M | 4.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $4.2M | 3.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $4.1M | 3.7% | |
| Spartan Extended Market Index Fund | Common Collective Trusts | — | — | $3.9M | 3.5% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC. · EIN 38-7275326 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.3% | |
| T. Rowe Price T. Rowe Price Communications & Technology Fund | Other securities | — | — | $3.5M | 3.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $3.1M | 2.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.2M | 2.0% | |
| Fidelity Small Cap Value | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $1.2M | 1.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $991K | 0.9% | |
| Victory Sycamore Victory Sycamore Established Value Fund | Other securities | — | — | $921K | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $862K | 0.8% | |
| Fidelity U.S. Sustainability Index Fund | Common Collective Trusts | — | — | $796K | 0.7% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 10.25 percent - | Other securities | — | — | $772K | 0.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $742K | 0.7% | |
| NB CORE BOND FNDRS GREAT GRAY TRUST COMPANY, LLC · EIN 85-4339990 / PN 656 | Common Collective Trust | — | — | $529K | 0.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $362K | 0.3% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $260K | 0.2% | |
| Fidelity Money market fund - Fidelity Government Money Market Fund | Mutual Funds | — | — | $43K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $20K | — |
