Original filing (PDF)20251014095603NAL0001203891001

CERBERUS CAPITAL MANAGEMENT, L.P.

Name: CERBERUS CAPITAL MANAGEMENT, L.P. — CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: CERBERUS CAPITAL MANAGEMENT, L.P.

Form 5500

FILING_RECEIVED

CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

597

Accounts w/ balance

1,258

Plan assets (EOY)

$345.3M

Net assets (EOY)

$345.3M

How this plan invests

This plan

48 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERBERUS CAPITAL MANAGEMENT, L.P..

Plan sponsor

Name

CERBERUS CAPITAL MANAGEMENT, L.P.

EIN

13-3709388

Address

875 THIRD AVENUE, FLOOR 11 · NEW YORK, NY · 100227223

Phone

(212) 891-2100

Industry

Finance & Insurancesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK NEW YORK	13-3646501	—	RECORDKEEPER	$874	—

Investments

1 direct security · 48 pooled funds· $327.6M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$326.0M

48 holdings

Real Estate

$1.6M

1 holding

					% of plan
VANGUARD TARGET RET 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$35.0M	10.1%
VANGUARD TARGET RET 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$34.3M	9.9%
500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$33.2M	9.6%
JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$27.0M	7.8%
VANGUARD TARGET RET 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$24.6M	7.1%
VANGUARD TARGET RET 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$22.2M	6.4%
VANGUARD TARGET RET 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$21.6M	6.2%
VANGUARD TARGET RET 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$19.4M	5.6%
VANGUARD TARGET RET 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$18.1M	5.3%
CAPITAL APPRECIATION FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$10.7M	3.1%
VANGUARD TARGET RET 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$10.6M	3.1%
JOHN HANCOCK DISCIPLINED VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$6.2M	1.8%
VANGUARD TARGET RET 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$5.7M	1.6%
TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$5.3M	1.5%
AMERICAN BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$4.8M	1.4%
VANGUARD SHORT TERM INVST GRADE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$4.6M	1.3%
JH BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$3.9M	1.1%
VANGUARD TARGET RET 2020 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$3.8M	1.1%
VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$3.8M	1.1%
BLACKROCK GLOBAL ALLOCATION FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$3.3M	0.9%
VANGUARD INTERMEDIATE TERM BOND IND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$3.2M	0.9%
VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$3.2M	0.9%
MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$3.1M	0.9%
VANGUARD SMALL CAP VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$2.8M	0.8%
AMERICAN FUNDS 2030 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$2.2M	0.6%
FIDELITY INTL INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.7M	0.5%
AMERICAN FUNDS 2050 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.7M	0.5%
NEW PERSPECTIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.6M	0.5%
Securities Fund Pooled Separate Account	Real Estate	—	—	$1.6M	0.5%
REAL ESTATE SECURITIES FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.6M	0.5%
SMALL CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.5M	0.4%
INVESCO SMALL CAP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.4M	0.4%
VANGUARD EMERG MKTS INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$1.2M	0.3%
AMERICAN FUNDS 2055 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$829K	0.2%
JANUS HENDERSON GLOBAL EQUITY INC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$356K	0.1%
AMERICAN FUNDS 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$318K	<0.1%
AMERICAN FUNDS 2060 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$312K	<0.1%
VANGUARD TARGET RETIREMENT INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$208K	<0.1%
AMERICAN FUNDS 2040 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$204K	<0.1%
JOHN HANCOCK ESG LC CORE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$171K	<0.1%
AMERICAN FUNDS 2045 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$159K	<0.1%
AMERICAN FUNDS 2065 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$153K	<0.1%
AMERICAN FUNDS 2035 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$30K	<0.1%
AMERICAN FUNDS 2010 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$5K	<0.1%
AMERICAN FUNDS 2015 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$5K	<0.1%
VANGUARD TARGET RET 2015 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
INTL EQUITY INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN CENTURY EM JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS 2020 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000	Pooled Separate Account	—	—	$0	<0.1%

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