Mark Johahnson signed PSF, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PSF, Inc.'s EIN is 91-0556456.
Download the official 2024 Form 5500 (PDF) for PSF, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PSF, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $54K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $0 | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Total Return Fund | Mutual Funds | — | $6.9M | $6.6M | 45.1% | |
| PIMCO Long-Term Credit Bond Fun | U.S. Treasuries | — | $4.0M | $4.1M | 27.9% | |
| PIMCO Long Duration Total Return | Mutual Funds | — | $1.0M | $1.0M | 7.0% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | $420K | $582K | 4.0% | |
| Europacific Growth Fund | Other securities | — | $612K | $579K | 3.9% | |
| AMG Managers Times Square Mid Cap Growth Fund | Other securities | — | $411K | $429K | 2.9% | |
| MFS Value Fund | Mutual Funds | — | $241K | $291K | 2.0% | |
| BLACKROCK S&P 500 INDEX CIT N PRINCIPAL BANK · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $42K | $286K | 1.9% | |
| Franklin Growth Fund | Mutual Funds | — | $210K | $284K | 1.9% | |
| Principal/BlackRock Short-Term Investment Fund | Other securities | — | $199K | $199K | 1.4% | |
| Victory Integrity Small Cap Value Fund | Other securities | — | $151K | $143K | 1.0% | |
| Allspring Small Company Growth Fund | Common Stocks | — | $175K | $141K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
