Gennaro Cicalese signed Fxcollaborative Architects LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fxcollaborative Architects LLP's EIN is 26-2093610.
Download the official 2024 Form 5500 (PDF) for Fxcollaborative Architects LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fxcollaborative Architects LLP'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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | ADVISORS | $34K | — |
| GLOBAL RETIREMENT PARTNERS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS Vanguard 500 Index F | Mutual Funds | — | $6K | $3.1M | 11.5% | |
| American Fd Growth Fd Of America R6 | Other securities | — | $42K | $3.1M | 11.4% | |
| T Rowe Price Retirement 2035 Fd | Mutual Funds | — | $81K | $1.7M | 6.2% | |
| T Rowe Price Capital Appreciation Fd | Mutual Funds | — | $48K | $1.7M | 6.1% | |
| T Rowe Price Retirement 2045 Fd | Mutual Funds | — | $74K | $1.7M | 6.0% | |
| T Rowe Price Retirement 2040 Fd | Mutual Funds | — | $50K | $1.5M | 5.6% | |
| Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | $153K | $1.5M | 5.3% | |
| T Rowe Price Retirement 2055 Fd | Mutual Funds | — | $63K | $1.2M | 4.6% | |
| Vanguard Total Stock Mkt Indx Fd Adm | Mutual Funds | — | $7K | $1.0M | 3.7% | |
| T Rowe Price Retirement 2025 Fd | Mutual Funds | — | $58K | $956K | 3.5% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | $30K | $939K | 3.4% | |
| Primecap Odyssey Aggr Growth Fd | Mutual Funds | — | $20K | $902K | 3.3% | |
| Vanguard Ftse Social Index Adm | Mutual Funds | — | $16K | $888K | 3.2% | |
| Allspring Special Mid Cap Val Fd A | Other securities | — | $19K | $882K | 3.2% | |
| Vanguard Lifestrat Consrv Grth Fd I | Mutual Funds | — | $41K | $840K | 3.1% | |
| Vanguard Equity Inc Fd Admiral Shs | Mutual Funds | — | $8K | $748K | 2.7% | |
| T Rowe Price Retirement 2050 Fd | Mutual Funds | — | $35K | $655K | 2.4% | |
| MFS International Equity R6 | Mutual Funds | — | $17K | $577K | 2.1% | |
| Janus Henderson Triton Fd Cl T | Mutual Funds | — | $20K | $511K | 1.9% | |
| MONEY MARKET * Schwab Retirement Govt Money Fund | Mutual Funds | — | $425K | $425K | 1.6% | |
| Vanguard Life Strategy Growth Fd I | Mutual Funds | — | $9K | $414K | 1.5% | |
| Vanguard Gnma Fund Admiral Shrs | Agency / Mortgage-Backed | — | $42K | $379K | 1.4% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | $1K | $352K | 1.3% | |
| T Rowe Price Retirement 2030 Fd | Mutual Funds | — | $13K | $336K | 1.2% | |
| Vanguard Small Cap Index Admiral Sh | Mutual Funds | — | $2K | $257K | 0.9% | |
| Causeway Emrg Mkts Fd Instl Shr Cl | Other securities | — | $12K | $134K | 0.5% | |
| Vanguard Health Care Fd Admiral Shs | Mutual Funds | — | $2K | $117K | 0.4% | |
| T Rowe Price Retirement 2020 Fund | Mutual Funds | — | $6K | $108K | 0.4% | |
| Calvert Small Cap Fund Cl A | Common Stocks | — | $3K | $105K | 0.4% | |
| American Century Inflation Adj Bd I | Other securities | — | $10K | $102K | 0.4% | |
| Vanguard Life Strat Mod Grwth Fund I 889 | Mutual Funds | — | — | $28K | 0.1% | |
| Invesco Oppen Gold & Spec Minerals A 807 | Mutual Funds | — | — | $21K | <0.1% | |
| Calvert Global Energy Solutions A | Other securities | — | $2K | $21K | <0.1% | |
| Vanguard Life Strategy Income Fd I 649 | Mutual Funds | — | — | $10K | <0.1% | |
| T Rowe Price Retirement 2060 Fd 430 | Mutual Funds | — | — | $7K | <0.1% | |
| Thornburg Ltd Term Incm Fd Cl R6 304 | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | TPA | $11K | — |
