Peter Gamboa signed PMC Global, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PMC Global, Inc.'s EIN is 95-4605938.
Download the official 2024 Form 5500 (PDF) for PMC Global, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PMC Global, Inc.'s 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | 36-3145972 | — | SERVICE PROVIDER | $97K | — |
| MILLER KAPLAN ARASE LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Stable Value Account | Stable Value | — | — | $11.9M | 13.9% | |
| Vanguard: 500 Index Fund | Common Collective Trusts | — | — | $11.0M | 12.9% | |
| Pioneer Large Cap Growth Portfolio Class R1 | Other securities | — | — | $9.3M | 10.9% | |
| Columbia Trust Dividend Income Ms | Other securities | — | — | $8.5M | 10.0% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $6.8M | 7.9% | |
| Artisan International Value Fund | Other securities | — | — | $5.2M | 6.1% | |
| Inflation-Protected Securities Fund | Other securities | — | — | $3.6M | 4.3% | |
| New World Fund | Other securities | — | — | $3.2M | 3.7% | |
| Fidelity International Index | Mutual Funds | — | — | $3.1M | 3.7% | |
| J.P. Morgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $2.8M | 3.2% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $2.6M | 3.0% | |
| Janus Enterprise CF CL MS Fund | Mutual Funds | — | — | $2.2M | 2.5% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $2.1M | 2.4% | |
| Brandy Wine Global High Yield | Other securities | — | — | $1.3M | 1.5% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| American Funds: Income Fund | Mutual Funds | — | — | $1.1M | 1.2% | |
| New Perspective Fund | Other securities | — | — | $970K | 1.1% | |
| Participant Loans Various maturities; 3.50% - 9.50%, secured | Bonds / Notes | — | — | $915K | 1.1% | |
| REIT Index Fund | Common Collective Trusts | — | — | $722K | 0.8% | |
| Hartford World Bond Fund | Other securities | — | — | $555K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2036255 |
| — |
| SERVICE PROVIDER |
| $14K |
| — |
