CHAD Moon signed Pyramid Advisors Limited Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pyramid Advisors Limited Partnership's EIN is 04-3505086.
Download the official 2024 Form 5500 (PDF) for Pyramid Advisors Limited Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pyramid Advisors Limited Partnership'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $229K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FDM Index 2030 IPR " | Mutual Funds | — | — | $28.8M | 11.7% | |
| Fidelity FDM Index 2035 IPR " | Mutual Funds | — | — | $27.6M | 11.2% | |
| Fidelity FDM Index 2025 IPR " | Mutual Funds | — | — | $22.0M | 8.9% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $21.4M | 8.7% | |
| Fidelity FDM Index 2045 IPR " | Mutual Funds | — | — | $19.7M | 8.0% | |
| Fidelity FDM Index 2040 IPR " | Mutual Funds | — | — | $18.6M | 7.5% | |
| Fidelity New Insights Z " | Mutual Funds | — | — | $16.1M | 6.5% | |
| Fidelity FDM Index 2050 IPR " | Mutual Funds | — | — | $14.1M | 5.7% | |
| Fidelity FDM Index 2055 IPR " | Mutual Funds | — | — | $9.9M | 4.0% | |
| Fidelity FDM Index 2020 IPR " | Mutual Funds | — | — | $9.5M | 3.9% | |
| Fidelity Government Money Market K6 " | Mutual Funds | — | — | $7.1M | 2.9% | |
| Fidelity FDM Index 2060 IPR " | Mutual Funds | — | — | $5.2M | 2.1% | |
| Fidelity Extended Market Index " | Mutual Funds | — | — | $4.7M | 1.9% | |
| Fidelity Small Cap Index " | Mutual Funds | — | — | $3.8M | 1.5% | |
| Fidelity FDM Index Income IPR " | Mutual Funds | — | — | $3.5M | 1.4% | |
| MFS International Diversification R4 Fund Mutual fund | Mutual Funds | — | — | $3.1M | 1.3% | |
| BlackRock Equity Dividend Fund " | Other securities | — | — | $2.7M | 1.1% | |
| Invesco Diversified Dividend Fund Class R6 " | Mutual Funds | — | — | $2.2M | 0.9% | |
| Fidelity US Bond Index " | Mutual Funds | — | — | $2.0M | 0.8% | |
| Fidelity FDM Index 2065 IPR " | Mutual Funds | — | — | $1.7M | 0.7% | |
| Fidelity US Sustainable Index " | Mutual Funds | — | — | $1.7M | 0.7% | |
| Fidelity FDM Index 2015 IPR " | Mutual Funds | — | — | $1.6M | 0.7% | |
| Fidelity Intermediate Bond " | Mutual Funds | — | — | $1.3M | 0.5% | |
| American Century Mid Cap Value R6 " | Other securities | — | — | $1.3M | 0.5% | |
| John Hancock Balanced N " | Other securities | — | — | $1.2M | 0.5% | |
| Fidelity Utilities Z " | Mutual Funds | — | — | $1.1M | 0.4% | |
| Fidelity FDM Index 2010 IPR " | Mutual Funds | — | — | $914K | 0.4% | |
| Fidelity Stock Select Small Cap Z " | Mutual Funds | — | — | $742K | 0.3% | |
| Goldman Sachs GQG International OPPS R6 " | Other securities | — | — | $709K | 0.3% | |
| MFS Corp Bond R6 " | Mutual Funds | — | — | $656K | 0.3% | |
| First Eagle Global I " | Other securities | — | — | $559K | 0.2% | |
| Fidelity Real Estate Index " | Mutual Funds | — | — | $469K | 0.2% | |
| Eaton Vance Floating-Rate & Hi Inc R6 " | Common Stocks | — | — | $461K | 0.2% | |
| Lord Abbett Short Duration Income R5 " | Mutual Funds | — | — | $437K | 0.2% | |
| Invesco Gold Bond R6 " | Mutual Funds | — | — | $367K | 0.1% | |
| MFS Conservative Allocation " | Mutual Funds | — | — | $204K | <0.1% | |
| Goldman Sachs Inflation Protected Secs INV " | Other securities | — | — | $171K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
