Natalie Reibert signed PE Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PE Management Group, Inc.'s EIN is 87-1034539.
Download the official 2024 Form 5500 (PDF) for PE Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PE Management Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vangrd 500 Index Fund Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $305K | 16.3% | |
| Voya Index Solution 2050 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $207K | 11.0% | |
| American Funds Nw Prspctv R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $205K | 10.9% | |
| Voya Index Solution 2055 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $143K | 7.6% | |
| FIXED ACCOUNT VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $139K | 7.4% | |
| MFS Growth Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $131K | 7.0% | |
| Voya Index Solution 2060 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $102K | 5.4% | |
| Voya Index Solution 2035 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $92K | 4.9% | |
| JPMorgan Equity Income Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $86K | 4.6% | |
| Vangrd Small-Cap Index Fnd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $66K | 3.5% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $55K | 2.9% | |
| Vangrd Mid-Cap Index Fund Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $38K | 2.0% | |
| DFA Real Estate Secs Port Ins Pooled Separate Account | Pooled Separate Accounts | — | — | $37K | 2.0% | |
| Voya Index Solution 2025 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $29K | 1.6% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $27K | 1.4% | |
| Neuberg Berm MdCp Grw Fnd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $25K | 1.3% | |
| Voya Index Solution 2040 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $24K | 1.3% | |
| Vangrd Tot Int Stk In F Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $23K | 1.2% | |
| Allspg Spec MdCp Vl Fd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $21K | 1.1% | |
| Fidelity Mid Cap Idx Fd Pooled Separate Account ** 488 Fidelity Sm Cp Ind Fd Pooled Separate Account ** 870 Franklin Sm Cap Value Fnd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $19K | 1.0% | |
| JPMorgan SmCp Growth Fnd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $17K | 0.9% | |
| Voya Index Solution 2065 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $7K | 0.4% | |
| Voya Index Solution 2045 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | 0.3% | |
| MyCompass Ind Mod Ret Fd R Common/Collective Trust | Common Collective Trusts | — | — | $6K | 0.3% | |
| MyCompass Ind Agg Ret Fd R Common/Collective Trust | Common Collective Trusts | — | — | $4K | 0.2% | |
| JPMorgan LgCp Grw Fnd R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| MFS Mid Cap Value Fund R6 Pooled Separate Account ** 459 MFS Value Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| Voya Index Solution 2030 P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | 0.2% | |
| MyCompass Ind Cns Ret Fd R Common/Collective Trust | Common Collective Trusts | — | — | $3K | 0.2% | |
| Vangrd Em Mkts Stk Ind Fd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | 0.1% | |
| MyCompass Ind Mod 2055 Fd R Common/Collective Trust | Common Collective Trusts | — | — | $3K | 0.1% | |
| Fidelity 500 Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | 0.1% | |
| DFA US Targeted Vl Port Ins Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | 0.1% | |
| Voya Index Solution Inc P Z Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | 0.1% | |
| American Funds Am Balanced R6 Pooled Separate Account ** 75 American Funds New World R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| ClrBrg SmCp Grw Fd IS Pooled Separate Account ** 704 DFA Infl-Prot Sec Port Ins Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Vangrd Balanced Index Fnd Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| iShares MSCI EAFE Index Fnd K Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| JPMorgan US Equity Fund R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
