Plan Sponsor signed PEI WEI Asian Diner, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PEI WEI Asian Diner, LLC's EIN is 94-3349743.
Download the official 2024 Form 5500 (PDF) for PEI WEI Asian Diner, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PEI WEI Asian Diner, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Group Companies American Funds 2040 Target Date N/R | Mutual Funds | — | — | $560K | 12.0% | |
| Retirement R6 Fund Capital Group Companies American Funds 2045 Target Date N/R | Mutual Funds | — | — | $551K | 11.8% | |
| Retirement R6 Fund Capital Group Companies American Funds 2035 Target Date N/R | Mutual Funds | — | — | $515K | 11.0% | |
| Retirement R6 Fund Capital Group Companies American Funds 2050 Target Date N/R | Mutual Funds | — | — | $469K | 10.0% | |
| Retirement R6 Fund Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $450K | 9.6% | |
| Capital Group Companies American Funds 2055 Target Date N/R | Mutual Funds | — | — | $371K | 7.9% | |
| Retirement R6 Fund Capital Group Companies American Funds 2030 Target Date N/R | Mutual Funds | — | — | $325K | 6.9% | |
| Retirement R6 Fund Capital Group Companies American Funds 2025 Target Date N/R | Mutual Funds | — | — | $164K | 3.5% | |
| Retirement R6 Fund Capital Group Companies American Funds 2060 Target Date N/R | Mutual Funds | — | — | $156K | 3.3% | |
| Retirement R6 Fund Western Asset Management Western Asset Core Bond Fund - N/R | Other securities | — | — | $150K | 3.2% | |
| Company of America Participants Loans * Participant Loans Interest rates: 7.50% - 10.50% $0 | Bonds / Notes | — | — | $126K | 2.7% | |
| Class I Fidelity Investments Fidelity Advisor Investment Grade N/R | Mutual Funds | — | — | $114K | 2.4% | |
| Bond Z Fund Franklin Templeton Putnam Equity Income R6 Fund N/R | Mutual Funds | — | — | $93K | 2.0% | |
| Empower Trust Company Empower Large Cap Growth N/R | Common Stocks | — | — | $84K | 1.8% | |
| Institutional Fund Capital Group Companies American Funds Europacific Growth N/R | Mutual Funds | — | — | $70K | 1.5% | |
| R6 Fund Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $68K | 1.5% | |
| * Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | Guaranteed Income / GIC | — | — | $67K | 1.4% | |
| Capital Group Companies American Funds 2015 Target Date N/R | Mutual Funds | — | — | $63K | 1.3% | |
| Retirement R6 Fund Capital Group Companies American Funds 2010 Target Date N/R | Mutual Funds | — | — | $56K | 1.2% | |
| Retirement R6 Fund Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $35K | 0.7% | |
| Fidelity Investments Fidelity Real Estate Index N/R | Mutual Funds | — | — | $35K | 0.7% | |
| Institutional Fund Capital Group Companies American Funds New World N/R | Mutual Funds | — | — | $34K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $33K | 0.7% | |
| PIMCO Rar Plus Small N/R | Mutual Funds | — | — | $33K | 0.7% | |
| Institutional Fund Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $28K | 0.6% | |
| Capital Group Companies American Funds 2020 Target Date N/R | Mutual Funds | — | — | $20K | 0.4% | |
| Retirement R6 Fund American Century Investments American Century Mid Cap Value N/R | Other securities | — | — | $7K | 0.1% | |
| R6 Fund JP Morgan JP Morgan Mid Cap Growth N/R | Other securities | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
