Charles Strader signed Panorama's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Panorama's EIN is 94-3048988.
Download the official 2024 Form 5500 (PDF) for Panorama from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Panorama's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCS | 71-1004774 | — | INVESTMENT ADVISORY | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $3.0M | $3.0M | 30.0% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | $1.2M | $1.1M | 11.2% | |
| JPMorgan Large Cap Growth Fund Mutual fund | Other securities | — | $744K | $990K | 9.9% | |
| Putnam Large Cap Value Fund Mutual fund | Mutual Funds | — | $750K | $862K | 8.6% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | $544K | $676K | 6.7% | |
| Guaranteed * Guaranteed Option investment contract | Other securities | — | $545K | $558K | 5.6% | |
| Small Cap S&P600 Index Pooled separate account | Pooled Separate Accounts | — | $319K | $362K | 3.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $362K | 3.6% |
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 |
|---|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | 91-1301672 | — | ACCOUNTANT | $38K | — |
