Diana Minard signed PAY Plus Benefits Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PAY Plus Benefits Inc.'s EIN is 91-1498297.
Download the official 2023 Form 5500 (PDF) for PAY Plus Benefits Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)PAY Plus Benefits 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 |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INS & ANN CO | 06-1050034 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CEDAR MOUNTAIN ADVISORS, LLC | 36-4586957 | — | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Income Fund Guaranteed Income Fund | Other securities | — | — | $1.4M | 16.7% | |
| Vanguard Gr Index Admiral Sh Mutual fund | Mutual Funds | — | — | $1.2M | 14.0% | |
| MFS Intl Diversification R4 Mutual fund | Mutual Funds | — | — | $1.2M | 13.6% | |
| Vanguard 500 Index Admiral Mutual fund | Common Collective Trusts | — | — | $869K | 10.2% | |
| John Hancock Disciplined Value R6 Mutual fund | Other securities | — | — | $788K | 9.2% | |
| Western Asset Core Plus Bond A Mutual fund | Other securities | — | — | $723K | 8.5% | |
| Vanguard Small Cap Value Instl Mutual fund | Mutual Funds | — | — | $651K | 7.6% | |
| Vanguard Small Cap Growth I Mutual fund | Mutual Funds | — | — | $380K | 4.4% | |
| Vanguard Target Ret 2040 Mutual fund | Mutual Funds | — | — | $248K | 2.9% | |
| T Rowe Price Balanced I Class Mutual fund | Mutual Funds | — | — | $231K | 2.7% | |
| Vanguard Target Ret 2050 Mutual fund | Mutual Funds | — | — | $198K | 2.3% | |
| PIMCO Income Instl Mutual fund | Mutual Funds | — | — | $183K | 2.1% | |
| Vanguard Mid Cap Index Mutual fund | Mutual Funds | — | — | $166K | 1.9% | |
| Vanguard Target Ret 2030 Mutual fund | Mutual Funds | — | — | $112K | 1.3% | |
| Participant loans Maturing between 2027 and 2051 at 5.25% to 10.25% per annum - | Bonds / Notes | — | — | $76K | 0.9% | |
| Vanguard Life Strategy Mod Gr Mutual fund | Mutual Funds | — | — | $41K | 0.5% | |
| Vanguard Target Ret 2020 Mutual fund | Mutual Funds | — | — | $37K | 0.4% | |
| JP Morgan High Bond CI R5 Mutual fund | Other securities | — | — | $35K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
