Charles Cox signed PMG Carolinas, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PMG Carolinas, LLC's EIN is 88-3991296.
Download the official 2024 Form 5500 (PDF) for PMG Carolinas, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PMG Carolinas, LLC'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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPE FEAR SECURITIES, INC | 27-4444807 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 16.2% | |
| INVESTMENTS GREAT WEST GUARANTEED INTEREST | OTHER | — | — | $595K | 9.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $571K | 8.7% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $534K | 8.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $483K | 7.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $373K | 5.7% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $365K | 5.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $342K | 5.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $319K | 4.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $318K | 4.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $258K | 3.9% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $247K | 3.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $194K | 2.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $144K | 2.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $113K | 1.7% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $104K | 1.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $81K | 1.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $80K | 1.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $66K | 1.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $49K | 0.7% | |
| LORD ABBETT FLOATING RATE R6 162 REGISTERED INVESTMENT COMPANY FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $32K | 0.5% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $20K | 0.3% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $11K | 0.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| ISHARES DEVELOPED RE INDEX K | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
