Traci Monsion signed Pasco Scientific's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pasco Scientific's EIN is 94-2266817.
Download the official 2024 Form 5500 (PDF) for Pasco Scientific from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pasco Scientific'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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS L | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.4M | 11.6% | |
| Nuveen Lifecycle 2025 Instl | Mutual Funds | — | — | $4.2M | 11.2% | |
| Nuveen Lifecycle 2040 Instl | Mutual Funds | — | — | $3.3M | 8.7% | |
| Empower *** Key Guaranteed Portfolio Fund | Other securities | — | — | $2.6M | 6.9% | |
| Vanguard Short-Term Federal | Mutual Funds | — | — | $1.9M | 5.1% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.9M | 5.0% | |
| Empower *** Secure Foundation Balanced | Other securities | — | — | $1.7M | 4.6% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $1.5M | 4.1% | |
| Nuveen Lifecycle 2015 Instl | Mutual Funds | — | — | $1.5M | 3.9% | |
| Vanguard Windsor II Fund - Admiral | Mutual Funds | — | — | $1.4M | 3.8% | |
| Nuveen Lifecycle 2035 Instl | Mutual Funds | — | — | $1.4M | 3.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.3M | 3.6% | |
| Nuveen Lifecycle 2045 Instl | Mutual Funds | — | — | $1.3M | 3.4% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $1.3M | 3.3% | |
| Vanguard Interm-Term Bond Index Admiral | Mutual Funds | — | — | $848K | 2.3% | |
| T. Rowe Price Mid Cap Growth | Other securities | — | — | $835K | 2.2% | |
| Goldman Sachs Intl Equity Insights | Other securities | — | — | $795K | 2.1% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $579K | 1.5% | |
| Franklin Emerging Market Debt Opps | Mutual Funds | — | — | $503K | 1.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $438K | 1.2% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $428K | 1.1% | |
| Nuveen Lifecycle 2030 Instl | Mutual Funds | — | — | $426K | 1.1% | |
| Eaton Vance High Income Opportunities A | Other securities | — | — | $408K | 1.1% | |
| Victory Sycamore Established Value | Other securities | — | — | $402K | 1.1% | |
| Invesco Oppenheimer International Growth | Mutual Funds | — | — | $341K | 0.9% | |
| Western Asset Core Bond | Other securities | — | — | $302K | 0.8% | |
| Hotchkis and Wiley Small Cap Value A | Other securities | — | — | $269K | 0.7% | |
| Nuveen Lifecycle 2060 Instl | Mutual Funds | — | — | $251K | 0.7% | |
| JPMorgan Mid Cap Value | Other securities | — | — | $228K | 0.6% | |
| American Funds American Funds Smallcap World R6 | Mutual Funds | — | — | $193K | 0.5% | |
| Nuveen Lifecycle 2050 Instl | Mutual Funds | — | — | $179K | 0.5% | |
| Nuveen Lifecycle 2055 Instl | Mutual Funds | — | — | $137K | 0.4% | |
| Participants Participant Loans Rates from 3.25% to 9.50% - | Bonds / Notes | — | — | $115K | 0.3% | |
| Vanguard Health Care Fund | Mutual Funds | — | — | $68K | 0.2% | |
| PIMCO Stocks PLUS Small | Mutual Funds | — | — | $64K | 0.2% | |
| Goldman Sachs Intl Small Cap Insights | Other securities | — | — | $54K | 0.1% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
