Estelle DICK signed Packaging AIDS Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Packaging AIDS Corporation's EIN is 94-1563588.
Download the official 2024 Form 5500 (PDF) for Packaging AIDS Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Packaging AIDS Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors DFA Global Equity Portfolio Institutional Class 28,296 Units ^ | Mutual Funds | — | — | $963K | 20.1% | |
| Dimensional Fund Advisors DFA Global Allocation 60/40 Portfolio Institutional Class 42,952 Units ^ | Mutual Funds | — | — | $899K | 18.7% | |
| Vanguard Target Retirement 2025 Fund 26,586 Units ^ | Mutual Funds | — | — | $497K | 10.4% | |
| Vanguard Target Retirement 2045 Fund 14,307 Units ^ | Mutual Funds | — | — | $424K | 8.9% | |
| Vanguard Target Retirement 2070 Fund 20 Units ^ 544 Vanguard Target Retirement Income Fund 28,703 Units ^ | Mutual Funds | — | — | $376K | 7.8% | |
| Vanguard Federal Money Market Fund 249,704 Units ^ | Mutual Funds | — | — | $250K | 5.2% | |
| Vanguard Target Retirement 2030 Fund 4,792 Units ^ | Mutual Funds | — | — | $182K | 3.8% | |
| Fidelity Investments Fidelity 500 Index Fund 772 Units ^ | Common Collective Trusts | — | — | $158K | 3.3% | |
| Vanguard Target Retirement 2040 Fund 3,191 Units ^ | Mutual Funds | — | — | $138K | 2.9% | |
| Vanguard Target Retirement 2060 Fund 2,580 Units ^ | Mutual Funds | — | — | $132K | 2.8% | |
| Vanguard Target Retirement 2035 Fund 5,288 Units ^ | Mutual Funds | — | — | $127K | 2.6% | |
| Notes Receivable from Participant 10 notes receivable bearing interest ranging from 9.75% to 10.50% | Bonds / Notes | — | — | $109K | 2.3% | |
| Vanguard Target Retirement 2020 Fund 4,026 Units ^ | Mutual Funds | — | — | $107K | 2.2% | |
| Vanguard Target Retirement 2050 Fund 1,644 Units ^ | Mutual Funds | — | — | $82K | 1.7% | |
| Fidelity Investments Fidelity Mid Cap Index 2,415 Units ^ | Mutual Funds | — | — | $82K | 1.7% | |
| Vanguard Target Retirement 2065 Fund 1,528 Units ^ | Mutual Funds | — | — | $51K | 1.1% | |
| Vanguard Target Retirement 2055 Fund 812 Units ^ | Mutual Funds | — | — | $45K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index 1,330 Units ^ | Mutual Funds | — | — | $37K | 0.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund 3,557 Units ^ | Common Collective Trusts | — | — | $36K | 0.8% | |
| Dimensional Fund Advisors DFA Global Allocation 25/75 Portfolio Institutional Class 2,416 Units ^ | Mutual Funds | — | — | $33K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral Shares 233 Units ^ | Common Collective Trusts | — | — | $29K | 0.6% | |
| Fidelity Investments Fidelity Total International Index 1,203 Units ^ | Mutual Funds | — | — | $16K | 0.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Institutional Class 551 Units ^ | Mutual Funds | — | — | $16K | 0.3% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Institutional Class 520 Units ^ | Mutual Funds | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
