KARA Kosel signed Placeworks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Placeworks, Inc.'s EIN is 95-2975827.
Download the official 2024 Form 5500 (PDF) for Placeworks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Placeworks, Inc.'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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIRE AMERICA | — | CHINO, CA | NONE | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $5.5M | 20.0% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $2.7M | 9.9% | |
| Columbia Threadneedle Investments Global Technology Growth Fund | Other securities | — | — | $2.6M | 9.4% | |
| GALLIARD STABLE RETURN FUND C ALLSPRING COLLECTIVE INVESTMENT TRUST · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.1M | 7.5% | |
| Vanguard Intermediate-Term Treasury Admiral Fund | Mutual Funds | — | — | $2.0M | 7.2% | |
| Vanguard Dividend Appreciation Index Admiral Fund | Mutual Funds | — | — | $1.9M | 7.0% | |
| American Century Investments Strategic Allocation: Aggressive Fund | Other securities | — | — | $1.6M | 5.9% | |
| Columbia Threadneedle Investments Seligman Technology and Information Fund | Other securities | — | — | $1.5M | 5.5% | |
| Vanguard Tax-Managed Balanced Admiral Fund | Mutual Funds | — | — | $974K | 3.6% | |
| Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $820K | 3.0% | |
| Registered Investment Companies American Century Investments Small Cap Growth Fund | Other securities | — | — | $772K | 2.8% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $738K | 2.7% | |
| Vanguard Small-Cap Value Index Admiral Fund | Mutual Funds | — | — | $699K | 2.6% | |
| Vanguard Total World Stock Index Admiral Fund | Mutual Funds | — | — | $670K | 2.4% | |
| T. Rowe Price Cash Reserves Fund ** 221 Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $452K | 1.7% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $413K | 1.5% | |
| Calvert US Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $393K | 1.4% | |
| American Funds Small Cap World Fund | Mutual Funds | — | — | $385K | 1.4% | |
| Impax Asset Management Global Environmental Markets Fund | Other securities | — | — | $291K | 1.1% | |
| Cohen & Steers Institutional Realty Shares, Inc. Fund | Common Stocks | — | — | $212K | 0.8% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $156K | 0.6% | |
| Participant Loans * Participant Loans Interest rates ranging from 5.25% - 10.50% - | Bonds / Notes | — | — | $144K | 0.5% | |
| Nuveen Inflation Linked Bond Fund | Mutual Funds | — | — | $108K | 0.4% | |
| Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $94K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $66K | 0.2% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $58K | 0.2% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $34K | 0.1% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds 2025 Target Date Retirement Fund | 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.
