Rafael Pelli signed Pelli Clarke & Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pelli Clarke & Partners' EIN is 06-1228461.
Download the official 2024 Form 5500 (PDF) for Pelli Clarke & Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pelli Clarke & Partners' plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | NEW HAVEN, CT | INVESTMENT MANAGER | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA MERRILL LYNCH | — | NEW HAVEN, CT | ADR FEES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares Mid Cap ETF | Other securities | — | $1.2M | $2.3M | 8.6% | |
| Vanguard S&P 500 | Common Collective Trusts | — | $641K | $1.6M | 5.9% | |
| Nvidia Corp Common Stock | Common Stocks | — | $61K | $1.3M | 4.9% | |
| Ishares MSCI EAFE ETF | Other securities | — | $771K | $1.1M | 3.9% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | $660K | $885K | 3.3% | |
| Ishares Small Cap ETF | Other securities | — | $544K | $864K | 3.2% | |
| Microsoft Common Stock | Common Stocks | — | $110K | $843K | 3.1% | |
| Apple Common Stock | Common Stocks | — | $75K | $751K | 2.8% | |
| GQG Partners Emerging Markets Equity Fund CL INSTL | Other securities | — | $750K | $713K | 2.6% | |
| Baird Mid Cap Value Fund | Other securities | — | $588K | $699K | 2.6% | |
| Conestoga Small Cap Fund | Other securities | — | $529K | $677K | 2.5% | |
| Bank of America Money Market Account | Cash / Money Market | — | $657K | $657K | 2.4% | |
| Jp Morgan Undisc Mgrs Behavioral Value Fund CL R6 | Other securities | — | $600K | $634K | 2.3% | |
| Harding Loevner FDS Inc | Common Stocks | — | $609K | $631K | 2.3% | |
| OAKMARK INSTITUTIONAL FD CL | Other securities | — | $588K | $621K | 2.3% | |
| Alphabet Inc Class C Common Stock | Common Stocks | — | $122K | $571K | 2.1% | |
| Hartford Markets Equity Fund CL F | Other securities | — | $492K | $552K | 2.0% | |
| Amazon Common Stock | Common Stocks | — | $146K | $548K | 2.0% | |
| Neuberger Berman Long/Short Fund | Other securities | — | $404K | $472K | 1.7% | |
| AQR Diversified Arbitrage Fund Arbitrage Fund CL R6 | Other securities | — | $404K | $457K | 1.7% | |
| Blackrock Event Driven Equity Fund | Other securities | — | $437K | $447K | 1.6% | |
| Visa Class A Common Stock | Common Stocks | — | $100K | $316K | 1.2% | |
| Ishares Core MSCI Emerging Markets | Other securities | — | $317K | $313K | 1.2% | |
| Eog Resources Inc 2.625% Bond Due 03/15/23 | Bonds / Notes | — | $300K | $304K | 1.1% | |
| Meta Platforms Inc Class A Common Stock | Common Stocks | — | $96K | $293K | 1.1% | |
| Abbey Capital Futures Strategy Fund CL I | Other securities | — | $297K | $286K | 1.1% | |
| CREDIT SUISSE COMMODITY Strategy Fund CL I | Other securities | — | $294K | $266K | 1.0% | |
| Receivables Outstanding employer contributions | Other securities | — | $245K | $245K | 0.9% | |
| JP Morgan Chase Common Stock | Common Stocks | — | $62K | $240K | 0.9% | |
| Berkshire Hathaway Inc Class B Common Stock | Common Stocks | — | $72K | $227K | 0.8% | |
| Abbott Labs Common Stock | Common Stocks | — | $78K | $226K | 0.8% | |
| PGIM High Yield Fund | Other securities | — | $250K | $213K | 0.8% | |
| HOME DEPOT INC Common Stock | Common Stocks | — | $69K | $194K | 0.7% | |
| Morgan Stanley Common Stock | Common Stocks | — | $57K | $189K | 0.7% | |
| Boston Scientific Corp Common Stock | Common Stocks | — | $61K | $179K | 0.7% | |
| Walmart Inc Common Stock | Common Stocks | — | $73K | $176K | 0.6% | |
| Blackstone Group Inc Common Stock | Common Stocks | — | $48K | $172K | 0.6% | |
| JPMorgan Hedged EQUITY FUND CL R6 | Other securities | — | $150K | $169K | 0.6% | |
| Salesforce Com Inc Common Stock | Common Stocks | — | $74K | $167K | 0.6% | |
| Mastercard Class A Common Stock | Common Stocks | — | $28K | $158K | 0.6% | |
| BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL CLASS K | Other securities | — | $131K | $154K | 0.6% | |
| PIMCO Dynamic Bond Fund | Mutual Funds | — | $162K | $154K | 0.6% | |
| Blackrock Global Blackrock Global Long/Short | Other securities | — | $160K | $149K | 0.5% | |
| Abbey Capital Multi Asset Fund CL I | Other securities | — | $150K | $148K | 0.5% | |
| Gotham Absolute Return Fund Return Fund | Other securities | — | $107K | $146K | 0.5% | |
| Chevron Corp Common Stock | Common Stocks | — | $84K | $145K | 0.5% | |
| Costco Wholesale Corp Common Stock | Common Stocks | — | $35K | $137K | 0.5% | |
| Abbvie Common Stock | Common Stocks | — | $47K | $133K | 0.5% | |
| Thermo Fisher Scientific Common Stock | Common Stocks | — | $32K | $130K | 0.5% | |
| Booz Allen Hamilton Hldg Corp Common Stock | Common Stocks | — | $76K | $129K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
