Anne Marie Crowley signed Gotham PER DIEM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gotham PER DIEM, Inc.'s EIN is 13-1973337.
Download the official 2024 Form 5500 (PDF) for Gotham PER DIEM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gotham PER DIEM, Inc.'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 |
|---|---|---|---|---|---|
| PERIGON WEALTH MANAGEMENT | — | NEW YORK, NY | ADVISOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP LLC | 20-5916766 | — | TPA | $25K | — |
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 500 INDEX Mutual funds Equity | Common Collective Trusts | — | — | $715K | 20.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTMENT TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $707K | 20.4% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT Mutual funds Equity | Other securities | — | — | $528K | 15.2% | |
| JPMORGAN LARGE CAP GROWTH Mutal funds Equity | Other securities | — | — | $442K | 12.8% | |
| FIDELITY TOTAL INTL INDEX Mutual funds Equity | Mutual Funds | — | — | $228K | 6.6% | |
| BLACKROCK LIFEPATH INDEX 2030 CL K Mutual funds Equity | Other securities | — | — | $199K | 5.8% | |
| BLACKROCK LIFEPATH INDEX 2040 CL K Mutual funds Equity | Other securities | — | — | $116K | 3.4% | |
| BLACKROCK LIFEPATH INDEX 2035 CL K Mutual funds Equity | Other securities | — | — | $112K | 3.2% | |
| FIDELITY US BOND INDEX Mutual Funds Fixed income | Mutual Funds | — | — | $90K | 2.6% | |
| FIDELITY MID CAP INDEX Mutual funds Equity | Mutual Funds | — | — | $69K | 2.0% | |
| VANGUARD EXPLORER ADMIRAL Mutual funds Equity | Mutual Funds | — | — | $53K | 1.5% | |
| FIDELITY SMALL CAP INDEX Mutual funds Equity | Mutual Funds | — | — | $47K | 1.4% | |
| METROPOLITAN WEST TOTAL RETURN BOND Mutual Funds Fixed income | Other securities | — | — | $37K | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2045 CL K Mutual funds Equity | Other securities | — | — | $37K | 1.1% | |
| Participant loans - 4.25% to 9.50% $0 | Bonds / Notes | — | — | $33K | 0.9% | |
| VANGUARD EQUITY INCOME ADMIRAL Mutual funds Equity | Mutual Funds | — | — | $19K | 0.6% | |
| GLOBAL RAL ESTATE SECURITIES PORTFOLIO Short term investments | Other securities | — | — | $10K | 0.3% | |
| JPMORGAN EMERGING MARTKETS EQUITY Mutual funds Equity | Other securities | — | — | $6K | 0.2% | |
| PIMCO INCOME INSTL Mutual Funds Fixed income | Mutual Funds | — | — | $6K | 0.2% | |
| MFS INTERNATIONAL DIVERSIFICATION R6 Mutual funds Equity | Mutual Funds | — | — | $5K | 0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 CL K Mutual funds Equity ** 211 BLACKROCK LIFEPATH INDEX 2055 CL K Mutual funds Equity ** 514 BLACKROCK LIFEPATH INDEX 2050 CL K Mutual funds Equity | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
