DOUG Kenley signed PND Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PND Engineers, Inc.'s EIN is 92-0072819.
Download the official 2024 Form 5500 (PDF) for PND Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PND Engineers, 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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | NEW YORK, NY | NONE | $231K | — |
| NWPS | 91-2090931 | — | NONE | $13K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT IDX ADM 18,575 shares Mutual Funds | Common Collective Trusts | — | $1.6M | $2.6M | 6.0% | |
| PGIM TOTAL RETURN BOND Z 147,272 shares Mutual Funds | Other securities | — | $2.0M | $1.7M | 4.0% | |
| ALLIANZ FIXED INCOME SHARES: SERIES M 148,713 shares Mutual Funds | Other securities | — | $1.4M | $1.3M | 2.9% | |
| ALLIANZ FIXED INCOME SHARES: SERIES C 143,624 shares Mutual Funds | Other securities | — | $1.4M | $1.3M | 2.9% | |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND INST 75,522 shares Mutual Funds | Other securities | — | $1.4M | $1.2M | 2.9% | |
| US TREASURY NOTE 2.25% 08/15/27 906,000 Government Security | U.S. Treasuries | — | $898K | $861K | 2.0% | |
| VANGUARD TOTAL BOND MARKET INDEX ADM 86,596 shares Mutual Funds | Mutual Funds | — | $900K | $821K | 1.9% | |
| UBS BANK USA DEPOSIT ACCOUNT Interest Bearing | Other securities | — | $814K | $814K | 1.9% | |
| AMER FUNDS SMALLCAP WORLD FUND CLASS F2 11,053 shares Mutual Funds | Other securities | — | $587K | $767K | 1.8% | |
| DFA INTERNATIONAL VALUE I 34,484 shares Mutual Funds | Mutual Funds | — | $714K | $710K | 1.6% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM 22,142 shares Mutual Funds | Mutual Funds | — | $664K | $702K | 1.6% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 11,417 shares Mutual Funds | Mutual Funds | — | $645K | $613K | 1.4% | |
| APPLE INC 1,998 shares Common Stock | Common Stocks | — | $293K | $500K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2055 8,908 shares Mutual Funds | Mutual Funds | — | — | $495K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2045 15,017 shares Mutual Funds | Mutual Funds | — | — | $446K | 1.0% | |
| MICROSOFT CORP 1,007 shares Common Stock | Common Stocks | — | $248K | $424K | 1.0% | |
| FIDELITY LARGE CAP GROWTH INDEX 9,990 shares Mutual Funds | Mutual Funds | — | $244K | $391K | 0.9% | |
| PRIMECAP ODYSSEY AGGRESSIVE GROWTH 8,510 shares Mutual Funds | Mutual Funds | — | $378K | $375K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADM 3,207 shares Mutual Funds | Mutual Funds | — | $280K | $369K | 0.8% | |
| VANGUARD INFLATION PROTECTED SECS ADM 16,133 shares Mutual Funds | Mutual Funds | — | $407K | $363K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 10,543 shares Mutual Funds | Mutual Funds | — | — | $354K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2050 5,762 shares Mutual Funds | Mutual Funds | — | — | $287K | 0.7% | |
| VANGUARD EQUITY INCOME ADM 3,076 shares Mutual Funds | Mutual Funds | — | $248K | $271K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2030 6,809 shares Mutual Funds | Mutual Funds | — | — | $258K | 0.6% | |
| FIDELITY LARGE CAP GROWTH INDEX 6,433 shares Mutual Funds | Mutual Funds | — | — | $252K | 0.6% | |
| NVIDIA CORP 1,868 shares Common Stock | Common Stocks | — | $41K | $251K | 0.6% | |
| VANGUARD TOTAL STOCK MKT IDX ADM 1,775 shares Mutual Funds | Common Collective Trusts | — | — | $250K | 0.6% | |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR 1,198 shares Common Stock | Common Stocks | — | $180K | $237K | 0.5% | |
| COHEN & STEERS COLLECTIVE INVESTMEN SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $232K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2060 4,316 shares Mutual Funds | Mutual Funds | — | — | $221K | 0.5% | |
| BERKSHIRE HATHAWAY INC NEW CL B 454 shares Common Stock | Common Stocks | — | $109K | $206K | 0.5% | |
| US TREASURY NOTE 2.75% 08/15/32 231,000 Government Security | U.S. Treasuries | — | $211K | $205K | 0.5% | |
| US TREASURY NOTE 4.125% 11/15/32 209,000 Government Security | U.S. Treasuries | — | $215K | $204K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2025 10,777 shares Mutual Funds | Mutual Funds | — | — | $201K | 0.5% | |
| BLACKROCK INC 186 shares Common Stock | Common Stocks | — | $82K | $191K | 0.4% | |
| JOHNSON & JOHNSON COM 1,308 shares Common Stock | Common Stocks | — | $194K | $189K | 0.4% | |
| AIR PROD & CHEMICAL INC 633 shares Common Stock | Common Stocks | — | $156K | $184K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2035 7,506 shares Mutual Funds | Mutual Funds | — | — | $180K | 0.4% | |
| UNITED STATES T 2.875% 11/15/46 247,000 Government Security | Bonds / Notes | — | $212K | $180K | 0.4% | |
| PHILIP MORRIS INTL INC 1,447 shares Common Stock | Common Stocks | — | $125K | $174K | 0.4% | |
| AIRBNB INC CL A 6 shares Common Stock 789 COHEN & STEERS U.S. REALTY FUND C-BE 7,927 Common Collective Trust | Common Collective Trusts | — | $178K | $170K | 0.4% | |
| PROGRESSIVE CORP OHIO 703 shares Common Stock | Common Stocks | — | $69K | $168K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2040 3,878 shares Mutual Funds | Mutual Funds | — | — | $168K | 0.4% | |
| META PLATFORMS INC CL A 285 shares Common Stock | Common Stocks | — | $80K | $167K | 0.4% | |
| TEXAS INSTRUMENTS 874 shares Common Stock | Common Stocks | — | $110K | $164K | 0.4% | |
| SAP SE SPON ADR 659 shares Common Stock | Common Stocks | — | $156K | $162K | 0.4% | |
| LOWES COMPANIES INC 618 shares Common Stock | Common Stocks | — | $71K | $153K | 0.3% | |
| UNITED STATES T 3.125% 08/15/44 196,000 Government Security | Bonds / Notes | — | $179K | $152K | 0.3% | |
| SAFRAN SA ADR 2,757 shares Common Stock | Common Stocks | — | $117K | $150K | 0.3% | |
| NORFOLK STHN CORP 619 shares Common Stock | Common Stocks | — | $119K | $145K | 0.3% |
