Lee Ballard signed The PAPE' Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The PAPE' Group, Inc.'s EIN is 93-1048932.
Download the official 2024 Form 5500 (PDF) for The PAPE' Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The PAPE' Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $278K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $165K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $81.3M | 18.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $38.7M | 8.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $34.3M | 7.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $33.2M | 7.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $27.3M | 6.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $26.6M | 6.0% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $25.6M | 5.8% | |
| Fidelity Investments 500 Index Premium Fund | Common Collective Trusts | — | — | $18.0M | 4.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $17.9M | 4.0% | |
| Money Market Funds and Cash * Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $14.2M | 3.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $13.7M | 3.1% | |
| OVJY AS Spl Mid Cap Value R6 | Other securities | — | — | $11.7M | 2.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $11.1M | 2.5% | |
| Fidelity Investments Puritan Fund K | Mutual Funds | — | — | $10.3M | 2.3% | |
| Fidelity Investments US Bond IDX | Common Collective Trusts | — | — | $7.9M | 1.8% | |
| 9.50%, maturing through June 2048 | Bonds / Notes | — | — | $7.6M | 1.7% | |
| Fidelity Investments Global Ex US Index | Mutual Funds | — | — | $5.5M | 1.2% | |
| Self-Directed Brokerage Accounts Common stocks, mutual funds and partnerships | Self-Directed Brokerage | — | — | $5.4M | 1.2% | |
| MFS Value Fund R3 | Mutual Funds | — | — | $4.7M | 1.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.7M | 1.1% | |
| OITW TRP Overseas Stock I | Other securities | — | — | $3.9M | 0.9% | |
| Fidelity Investments Managed Income Portfolio, at fair value | Mutual Funds | — | — | $3.7M | 0.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.7M | 0.8% | |
| Fidelity Investments Mid Cap Index | Mutual Funds | — | — | $3.7M | 0.8% | |
| Fidelity Investments Emerging Markets K | Mutual Funds | — | — | $3.4M | 0.8% | |
| Western Asset Mgmt. Core Bond Fund Class I | Other securities | — | — | $3.4M | 0.8% | |
| OIDJ TRP Mid Cap Growth I | Mutual Funds | — | — | $2.5M | 0.6% | |
| PIF Small Cap R6 | Other securities | — | — | $2.4M | 0.5% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $2.4M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.5% | |
| Fidelity Investments Large Cap Growth Index | Mutual Funds | — | — | $1.6M | 0.4% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $1.4M | 0.3% | |
| Self-Directed Brokerage Accounts Cash and CD | Self-Directed Brokerage | — | — | $810K | 0.2% | |
| Cohen & Steers Realty | Other securities | — | — | $531K | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $453K | 0.1% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $20K | — |
