Shirley Horner signed Penny Lane Centers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penny Lane Centers' EIN is 95-2633765.
Download the official 2024 Form 5500 (PDF) for Penny Lane Centers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penny Lane Centers' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.5M | 11.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.5M | 11.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 10.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 8.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.4M | 6.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 6.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $900K | 4.2% | |
| STATE STREET RUSS LCG IDX NL C STATE STREET BANK & TRUST CO · EIN 04-0025081 / PN 228 | Common Collective Trust | — | — | $860K | 4.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $826K | 3.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $819K | 3.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $435K | 2.0% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $420K | 2.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $415K | 2.0% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $383K | 1.8% | |
| VIC PIO EQUITY INCOME R6 | Registered Investment Companies | — | — | $364K | 1.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $357K | 1.7% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $307K | 1.4% | |
| TRANSAMERICA HIGH YIELD BD R6 | Registered Investment Companies | — | — | $305K | 1.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $304K | 1.4% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $267K | 1.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $248K | 1.2% | |
| TRA SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $241K | 1.1% | |
| INVESCO SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $214K | 1.0% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $162K | 0.8% | |
| STATE ST S&P MD CP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $157K | 0.7% | |
| TRANSAMERICA MID CAP GROWTH R6 | Registered Investment Companies | — | — | $145K | 0.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $139K | 0.7% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $94K | 0.4% | |
| STATE ST RUSSELL SMCP IDX NL S STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $93K | 0.4% | |
| AC INFLATION ADJ BOND R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VOYA RETIREMENT INS & ANNUITY CO VOYA RETIREMENT INS & ANNUITY CO SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
