Nick Viglione signed Perseus House, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perseus House, Inc.'s EIN is 23-7123683.
Download the official 2024 Form 5500 (PDF) for Perseus House, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perseus House, 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 |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST BANK | 26-3901659 | — | TRUSTEE, UNRELATED | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT DATE TRUST AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.0M | 64.7% | |
| T. Rowe Price Blue Chip Growth | Registered Investment Companies | — | — | $1.4M | 18.0% | |
| Diamond Hill Large Cap Y | Registered Investment Companies | — | — | $722K | 9.4% | |
| T. Rowe Price Mid-Cap Growth | Registered Investment Companies | — | — | $617K | 8.0% | |
| T. Rowe Price Diversified Small Cap Growth | Registered Investment Companies | — | — | $600K | 7.8% | |
| Harding Loevner International Eq Ins | Registered Investment Companies | — | — | $597K | 7.8% | |
| American Century Retirement Date 2035 I | Registered Investment Companies | — | — | $586K | 7.6% | |
| JP Morgan Undiscovered Managers Behavioral * Registered Investment Company | Common Stocks | — | — | $547K | 7.1% | |
| American Century Retirement Date 2030 I | Registered Investment Companies | — | — | $505K | 6.6% | |
| Federated Hermes Prime Cash Obligation #851 | Registered Investment Companies | — | — | $426K | 5.5% | |
| Participant Loans 4% - 10% | Participant loans | — | — | $250K | 3.3% | |
| American Century Retirement Date 2045 I | Registered Investment Companies | — | — | $221K | 2.9% | |
| American Century Retirement Date 2025 I | Registered Investment Companies | — | — | $186K | 2.4% | |
| Vangaurd 500 Index Fund Admiral Shares | Registered Investment Companies | — | — | $181K | 2.4% | |
| Value Inst * Registered Investment Company Victory Sycamore Est Value CI R6 | Common Stocks | — | — | $139K | 1.8% | |
| American Century Retirement Date 2055 I | Registered Investment Companies | — | — | $122K | 1.6% | |
| Federated Hermes Total Return Bond Fund #328 | Registered Investment Companies | — | — | $122K | 1.6% | |
| American Century Retirement Date Inc I | Registered Investment Companies | — | — | $86K | 1.1% | |
| American Century Retirement Date 2050 I | Registered Investment Companies | — | — | $80K | 1.0% | |
| American Century Retirement Date 2040 I | Registered Investment Companies | — | — | $72K | 0.9% | |
| American Century Retirement Date 2060 I | Registered Investment Companies | — | — | $47K | 0.6% | |
| Vangaurd Total Stock Mkt Idx Adm | Registered Investment Companies | — | — | $27K | 0.4% | |
| DFA International Core Equity | Registered Investment Companies | — | — | $25K | 0.3% | |
| American Century Retirement Date 2065 I | Registered Investment Companies | — | — | $12K | 0.2% | |
| JP Morgan Emerging Mkts Eq Instl | Registered Investment Companies | — | — | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
