Original filing (PDF)20251015154251NAL0010106338001

Pryor Cashman LLP

Name: Pryor Cashman LLP — Pryor Cashman LLP Retirement, Form 5500 (2024)
Creator: Pryor Cashman LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pryor Cashman LLP Retirement Plan

401(k) retirement plan · Pryor Cashman LLP's Pryor Cashman LLP Retirement Plan held $160.6M in plan assets for 248 participants in 2024, with Empower as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

248

Accounts w/ balance

302

Plan assets (EOY)

$160.6M

Net assets (EOY)

$160.6M

How this plan invests

This plan

2 pooled trusts

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRYOR CASHMAN LLP.

Plan sponsor

Name

PRYOR CASHMAN LLP

EIN

13-1859294all filings

Address

7 TIMES SQUARE · NEW YORK, NY · 10036

Phone

(212) 421-4100

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	84-0467907	—	NONE	$61K	—
EMPOWER FINANCIAL SERVICES, INC.	—	GREENWOOD VILLAGE, CO	NONE	$100	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC

Investments

37 direct securities · 2 pooled funds· $155.9M(97% of reported assets)

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.

Mutual Funds

$91.4M

29 holdings

Common Collective Trusts

$31.4M

1 holding

Common Collective Trust

$14.7M

2 holdings

Self-Directed Brokerage

$9.3M

3 holdings

Other securities

$7.5M

2 holdings

U.S. Treasuries

$1.3M

1 holding

Bonds / Notes

$287K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$50.4M Vanguard$47.6M JPMorgan$18.1M Invesco$7.6M PIMCO$4.3M Dimensional / DFA$3.7M T. Rowe Price$3.5M Goldman Sachs$620K

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					% of plan
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$31.4M	19.6%
American Funds 2035 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$15.4M	9.6%
LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141	Common Collective Trust	—	—	$14.1M	8.8%
American Funds 2030 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$9.7M	6.1%
MFS Intl Diversification R6 Mutual Fund	Mutual Funds	—	—	$8.9M	5.5%
Individual Brokerage Account Common Stock	Self-Directed Brokerage	—	—	$8.4M	5.3%
Invesco Core Plus Bond R5 Mutual Fund	Mutual Funds	—	—	$7.6M	4.7%
American Funds 2025 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$7.5M	4.7%
American Funds 2040 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$7.3M	4.5%
Vanguard Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$4.9M	3.1%
JP Morgan U.S. Value R6 Mutual Fund	Other securities	—	—	$4.0M	2.5%
T. Rowe Price Diversified Mid Cap Gr 1 Mutual Fund	Other securities	—	—	$3.5M	2.2%
American Funds 2045 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$3.3M	2.0%
American Funds 2020 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$3.3M	2.0%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$2.6M	1.6%
American Funds 2050 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$2.4M	1.5%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$2.1M	1.3%
Vanguard Federal Money Market Inv Mutual Fund	Mutual Funds	—	—	$2.1M	1.3%
Vanguard Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$2.0M	1.3%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$2.0M	1.2%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$1.8M	1.1%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$1.7M	1.0%
PIMCO Int Bond (USD- Hedged) Inst Mutual Fund	U.S. Treasuries	—	—	$1.3M	0.8%
Vanguard Financials Index Admiral Mutual Fund	Mutual Funds	—	—	$1.3M	0.8%
Vanguard Value Index Admiral Mutual Fund	Mutual Funds	—	—	$1.3M	0.8%
PIMCO Real Return Instl Mutual Fund	Mutual Funds	—	—	$976K	0.6%
Vanguard Explorer Admiral Mutual Fund	Mutual Funds	—	—	$668K	0.4%
American Funds 2055 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$644K	0.4%
GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$620K	0.4%
DFA International Small Company I Mutual Fund	Mutual Funds	—	—	$604K	0.4%
DFA Global Real Estate Securities Mutual Fund	Mutual Funds	—	—	$572K	0.4%
American Funds 2010 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$504K	0.3%
Individual Brokerage Account Money Market Account	Self-Directed Brokerage	—	—	$480K	0.3%
Individual Brokerage Account Mutual Funds	Self-Directed Brokerage	—	—	$324K	0.2%
Notes receivable from participants (at 4.25% - 9.50%, maturing 2025 - 2034)	Bonds / Notes	—	—	$287K	0.2%
American Funds 2015 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$199K	0.1%
American Funds 2060 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$103K	<0.1%
American Funds 2065 Trgt Date Retire R6 Mutual Fund	Mutual Funds	—	—	$53K	<0.1%
Dreyfus Government Cash Mgmt Instl Mutual Fund	Mutual Funds	—	—	$52K	<0.1%

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