Carmen MO signed Petersen Precision Engineering, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Petersen Precision Engineering, LLC's EIN is 94-1623325.
Download the official 2024 Form 5500 (PDF) for Petersen Precision Engineering, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Petersen Precision Engineering, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | — | SPRINFIELD, MA | BROKER/ADVISER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth Mutual Funds | Mutual Funds | — | — | $3.7M | 28.9% | |
| iShares S&P 500 Index Mutual Funds | Common Collective Trusts | — | — | $1.7M | 13.4% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | Stable Value | — | — | $1.4M | 10.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $676K | 5.2% | |
| Empower T. Rowe Price Mdcp Gr Fund Mutual Funds | Other securities | — | — | $670K | 5.2% | |
| American Funds Fundamental Invs Mutual Funds | Mutual Funds | — | — | $518K | 4.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $487K | 3.8% | |
| Victory Sycamore Established Value Mutual Funds | Other securities | — | — | $391K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $386K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $358K | 2.8% | |
| iShare U.S. Aggregate Bond Index Mutual Funds | Other securities | — | — | $356K | 2.8% | |
| Putnam Large Cap Value Mutual Funds | Mutual Funds | — | — | $344K | 2.7% | |
| iShare Russell Mid Cap Index Mutual Funds | Other securities | — | — | $318K | 2.5% | |
| iShare Russell 2000 Small Cap Index Mutual Funds | Common Collective Trusts | — | — | $299K | 2.3% | |
| Empower International Value Inv Mutual Funds | Other securities | — | — | $285K | 2.2% | |
| Participant Loans 28 loans; 4.25-9.50% | Bonds / Notes | — | — | $206K | 1.6% | |
| iShare Msci Eafe International Index Mutual Funds | Other securities | — | — | $165K | 1.3% | |
| Franklin Small Cap Value Mutual Funds | Mutual Funds | — | — | $117K | 0.9% | |
| American Funds New Perspective Mutual Funds | Mutual Funds | — | — | $87K | 0.7% | |
| Empower Secure Foundation Balanced Svc Mutual Funds | Other securities | — | — | $75K | 0.6% | |
| similar party Investment Value Invesco Core Plus Bond Mutual Funds | Mutual Funds | — | — | $56K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $37K | 0.3% | |
| American Century Emerging Markets Mutual Funds | Other securities | — | — | $34K | 0.3% | |
| Cohen & Steers Real Estate Securities Mutual Funds | Other securities | — | — | $33K | 0.3% | |
| Pimco Real Return Mutual Funds | Mutual Funds | — | — | $33K | 0.3% | |
| Lord Abbett High Yield Mutual Funds | Mutual Funds | — | — | $32K | 0.2% | |
| Pimco Int Bond Mutual Funds | U.S. Treasuries | — | — | $26K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $26K | 0.2% | |
| Janus Henderson Triton Mutual Funds | Mutual Funds | — | — | $22K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $12K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $8K | <0.1% | |
| MFS International Growth Mutual Funds | Mutual Funds | — | — | $8K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $532 | <0.1% |
