Philip Bozievich signed Prelude Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prelude Systems, Inc.'s EIN is 23-2942042.
Download the official 2024 Form 5500 (PDF) for Prelude Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prelude Systems, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $24K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2045 R6 Mutual Funds | Other securities | — | — | $1.7M | 15.0% | |
| AF TRGT DATE 2030 R6 Mutual Funds | Other securities | — | — | $1.6M | 14.2% | |
| AF TRGT DATE 2040 R6 Mutual Funds | Other securities | — | — | $1.5M | 13.6% | |
| AF TRGT DATE 2035 R6 Mutual Funds | Other securities | — | — | $1.4M | 12.9% | |
| AF TRGT DATE 2025 R6 Mutual Funds | Other securities | — | — | $1.2M | 10.9% | |
| AF TRGT DATE 2020 R6 Mutual Funds | Other securities | — | — | $795K | 7.1% | |
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $727K | 6.5% | |
| AF TRGT DATE 2050 R6 Mutual Funds | Other securities | — | — | $575K | 5.1% | |
| AF TRGT DATE 2060 R6 Mutual Funds | Other securities | — | — | $344K | 3.1% | |
| AF TRGT DATE 2055 R6 Mutual Funds | Other securities | — | — | $338K | 3.0% | |
| Brokerage Link Participant-Directed Brokerage Account | Self-Directed Brokerage | — | — | $221K | 2.0% | |
| CBA LG CAP GR I Mutual Funds | Other securities | — | — | $180K | 1.6% | |
| FID GOVT MMKT Interest-Bearing Cash | Mutual Funds | — | — | $117K | 1.1% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $108K | 1.0% | |
| AS DSPLND US CORE IS Mutual Funds | Other securities | — | — | $102K | 0.9% | |
| FA INTL CAP APP I Mutual Funds | Other securities | — | — | $33K | 0.3% | |
| FID INTL INDEX Mutual Funds | Mutual Funds | — | — | $27K | 0.2% | |
| J H ENTERPRISE T Mutual Funds | Other securities | — | — | $25K | 0.2% | |
| FID MID CAP IDX Mutual Funds | Common Collective Trusts | — | — | $22K | 0.2% | |
| PGIM TOTAL RTN BD R6 Mutual Funds | Other securities | — | — | $17K | 0.2% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $17K | 0.1% | |
| LD ABT SH DTN INC R5 Mutual Funds | Common Stocks | — | — | $12K | 0.1% | |
| VICTORY S ESTB VAL I Mutual Funds | Other securities | — | — | $11K | <0.1% | |
| FID SM CAP IDX Mutual Funds | Common Collective Trusts | — | — | $10K | <0.1% | |
| J H TRITON T Mutual Funds | Other securities | — | — | $9K | <0.1% | |
| AS SPL SM CAP VAL IS Mutual Funds | Other securities | — | — | $8K | <0.1% | |
| AM CENT EMG MKTS R6 Mutual Funds | Other securities | — | — | $8K | <0.1% | |
| AF TRGT DATE 2065 R6 Mutual Funds | Other securities | — | — | $8K | <0.1% | |
| PIMCO INCOME INST Mutual Funds | Mutual Funds | — | — | $8K | <0.1% | |
| GS INTL SM CP INS I Mutual Funds | Other securities | — | — | $6K | <0.1% | |
| FH OP HIGH YLD BD IS Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| C&S REAL ESTATE I Mutual Funds | Other securities | — | — | $3K | <0.1% |
