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Original filing (PDF)20251013105924NAL0001155729001
PYRAMID ADVISORS LIMITED PARTNERSHIP
Form 5500
FILING_RECEIVED
PYRAMID ADVISORS 401(K) PLAN
401(k) retirement plan
Active participants
21,328
Accounts w/ balance
6,731
Plan assets (EOY)
$246.8M
Net assets (EOY)
$246.8M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PYRAMID ADVISORS LIMITED PARTNERSHIP.
Plan sponsor
Name
PYRAMID ADVISORS LIMITED PARTNERSHIP
EIN
04-3505086
Address
30 ROWES WHARF · SUITE 5300 · BOSTON, MA · 02110
Phone
(617) 412-2800
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $229K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
37 direct securities· $237.6M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FDM Index 2030 IPR " | — | — | — | $28.8M | 11.7% | |
| Fidelity FDM Index 2035 IPR " | — | — | — | $27.6M | 11.2% | |
| Fidelity FDM Index 2025 IPR " | — | — | — | $22.0M | 8.9% | |
| Fidelity 500 Index " | — | — | — | $21.4M | 8.7% | |
| Fidelity FDM Index 2045 IPR " | — | — | — | $19.7M | 8.0% | |
| Fidelity FDM Index 2040 IPR " | — | — | — | $18.6M | 7.5% | |
| Fidelity New Insights Z " | — | — | — | $16.1M | 6.5% | |
| Fidelity FDM Index 2050 IPR " | — | — | — | $14.1M | 5.7% | |
| Fidelity FDM Index 2055 IPR " | — | — | — | $9.9M | 4.0% | |
| Fidelity FDM Index 2020 IPR " | — | — | — | $9.5M | 3.9% | |
| Fidelity Government Money Market K6 " | — | — | — | $7.1M | 2.9% | |
| Fidelity FDM Index 2060 IPR " | — | — | — | $5.2M | 2.1% | |
| Fidelity Extended Market Index " | — | — | — | $4.7M | 1.9% | |
| Fidelity Small Cap Index " | — | — | — | $3.8M | 1.5% | |
| Fidelity FDM Index Income IPR " | — | — | — | $3.5M | 1.4% | |
| MFS International Diversification R4 Fund Mutual fund | — | — | — | $3.1M | 1.3% | |
| BlackRock Equity Dividend Fund " | — | — | — | $2.7M | 1.1% | |
| Invesco Diversified Dividend Fund Class R6 " | — | — | — | $2.2M | 0.9% | |
| Fidelity US Bond Index " | — | — | — | $2.0M | 0.8% | |
| Fidelity FDM Index 2065 IPR " | — | — | — | $1.7M | 0.7% | |
| Fidelity US Sustainable Index " | — | — | — | $1.7M | 0.7% | |
| Fidelity FDM Index 2015 IPR " | — | — | — | $1.6M | 0.7% | |
| Fidelity Intermediate Bond " | — | — | — | $1.3M | 0.5% | |
| American Century Mid Cap Value R6 " | — | — | — | $1.3M | 0.5% | |
| John Hancock Balanced N " | — | — | — | $1.2M | 0.5% | |
| Fidelity Utilities Z " | — | — | — | $1.1M | 0.4% | |
| Fidelity FDM Index 2010 IPR " | — | — | — | $914K | 0.4% | |
| Fidelity Stock Select Small Cap Z " | — | — | — | $742K | 0.3% | |
| Goldman Sachs GQG International OPPS R6 " | — | — | — | $709K | 0.3% | |
| MFS Corp Bond R6 " | — | — | — | $656K | 0.3% | |
| First Eagle Global I " | — | — | — | $559K | 0.2% | |
| Fidelity Real Estate Index " | — | — | — | $469K | 0.2% | |
| Eaton Vance Floating-Rate & Hi Inc R6 " | — | — | — | $461K | 0.2% | |
| Lord Abbett Short Duration Income R5 " | — | — | — | $437K | 0.2% | |
| Invesco Gold Bond R6 " | — | — | — | $367K | 0.1% | |
| MFS Conservative Allocation " | — | — | — | $204K | <0.1% | |
| Goldman Sachs Inflation Protected Secs INV " | — | — | — | $171K | <0.1% |
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