Shikha Seth signed PCCP, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PCCP, LLC's EIN is 95-4688051.
Download the official 2024 Form 5500 (PDF) for PCCP, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PCCP, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $13.7M | 27.3% | |
| Great Gray Trust Company, LLC flexPATH Index+ Moderate Retirement Fund I1 | Common Stocks | — | — | $4.7M | 9.3% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $4.7M | 9.3% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $4.3M | 8.6% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $3.5M | 7.0% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $3.1M | 6.1% | |
| Winslow Capital Management MainStay Winslow Large Cap Growth Fund—Class R6 | Other securities | — | — | $2.3M | 4.5% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $2.0M | 4.1% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.9M | 3.7% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.3% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.6M | 3.2% | |
| JP Morgan Investment Company JP Morgan Equity Income Fund—Class R6 | Common Stocks | — | — | $1.5M | 3.1% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.0% | |
| Fidelity Management Trust Company Fidelity Advisor International Growth Fund—Class Z | Mutual Funds | — | — | $1.3M | 2.7% | |
| Fidelity Management Trust Company Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | — | $1.0M | 2.1% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $976K | 1.9% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $950K | 1.9% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $894K | 1.8% | |
| Fidelity Management Trust Company Fidelity International Index Fund | Common Collective Trusts | — | — | $767K | 1.5% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $462K | 0.9% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $417K | 0.8% | |
| Fidelity Management Trust Company Fidelity Advisor Small Cap Value Fund—Class Z | Mutual Funds | — | — | $411K | 0.8% | |
| Cohen and Steers Realty Shares Cohen & Steers Real Estate Securities Fund, Inc.—Class Z | Common Stocks | — | — | $340K | 0.7% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $196K | 0.4% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund—Class K6 | Mutual Funds | — | — | $180K | 0.4% | |
| Fidelity Management Trust Company Fidelity US Bond Index | Mutual Funds | — | — | $167K | 0.3% | |
| through July 2029 | Other securities | — | — | $156K | 0.3% | |
| Great Gray Trust Company, LLC flexPATH Index+ Aggressive Retirement Fund I1 | Common Stocks | — | — | $82K | 0.2% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $82K | 0.2% | |
| Fidelity Management Trust Company Fidelity Advisor Government Income Fund—Class Z | Mutual Funds | — | — | $14K | <0.1% | |
| Great Gray Trust Company, LLC flexPATH Index+ Conservative Retirement Fund I1 | Common Stocks | — | — | $10K | <0.1% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
