Christina Willette signed Pride Rock Capital Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pride Rock Capital Management's EIN is 26-2415741.
Download the official 2024 Form 5500 (PDF) for Pride Rock Capital Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pride Rock Capital Management'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | 04-1097300 | MINNEAPOLIS, MN | ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TTFIX Nuveen Lifecycle 2045 Fund R6 Class - | Mutual Funds | — | — | $491K | 9.8% | |
| TCOIX Nuveen Lifecycle 2040 Fund R6 Class - | Mutual Funds | — | — | $389K | 7.7% | |
| GLCUX Goldman Sachs Large Cap Growth Insights Fund Class R6 - | Other securities | — | — | $328K | 6.5% | |
| TCRIX Nuveen Lifecycle 2030 Fund R6 Class - | Mutual Funds | — | — | $277K | 5.5% | |
| JLVMX JPMorgan Large Cap Value Fund R6 - | Other securities | — | — | $247K | 4.9% | |
| TTRIX Nuveen Lifecycle 2055 Fund R6 Class - | Mutual Funds | — | — | $235K | 4.7% | |
| TFTIX Nuveen Lifecycle 2050 Fund R6 Class - | Mutual Funds | — | — | $224K | 4.4% | |
| 60934N682 Federated Hermes U.S. Treasury Cash Reserves Fund - Institutional Shares - | Cash / Money Market | — | — | $211K | 4.2% | |
| TCIIX Nuveen Lifecycle 2035 Fund R6 Class - | Mutual Funds | — | — | $198K | 3.9% | |
| 09258N604 BlackRock Mid Cap Growth Equity Class K - | Other securities | — | — | $194K | 3.9% | |
| Participant Loans Notes Receivable with interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $191K | 3.8% | |
| TLXNX Nuveen Lifecycle 2060 Fund R6 Class - | Mutual Funds | — | — | $190K | 3.8% | |
| DLHIX Macquarie Healthcare Fund Class I - | Other securities | — | — | $136K | 2.7% | |
| TTIIX Nuveen Lifecycle Index 2055 Fund R6 Class - | Mutual Funds | — | — | $131K | 2.6% | |
| JHBIX John Hancock Bond Fund Class I - | Other securities | — | — | $113K | 2.2% | |
| PTRQX PGIM Total Return Bond Fund -Class R6 - | Other securities | — | — | $99K | 2.0% | |
| LDLVX Lord Abbett Short Duration Income Fund Class R6 - | Mutual Funds | — | — | $97K | 1.9% | |
| TCYIX Nuveen Lifecycle 2025 Fund R6 Class - | Mutual Funds | — | — | $93K | 1.9% | |
| SCMIX Columbia Seligman Technology and Information Fund Institutional 2 Class - | Other securities | — | — | $92K | 1.8% | |
| MSOIX NYLI WMC Enduring Capital Class I - | Other securities | — | — | $89K | 1.8% | |
| LMRIX 1919 Financial Services Fund Class I - | Other securities | — | — | $87K | 1.7% | |
| PRNIX Virtus NFJ Mid-Cap Value Fund Institutional Class - | Other securities | — | — | $78K | 1.6% | |
| MTOIX NYLI Income Builder Class I - | Other securities | — | — | $66K | 1.3% | |
| CSDIX Cohen & Steers Real Estate Securities Fund, Inc. - | Common Stocks | — | — | $65K | 1.3% | |
| TCWIX Nuveen Lifecycle 2020 Fund R6 Class - | Mutual Funds | — | — | $42K | 0.8% | |
| 19766M600 Columbia Contrarian Core Fund Institutional 2 Class - | Other securities | — | — | $40K | 0.8% | |
| 87245M772 Nuveen Lifecycle Index 2035 Fund R6 Class - | Mutual Funds | — | — | $36K | 0.7% | |
| OIDYX Invesco International Diversified Fund Class Y - 653 OSCIX Invesco International Small-Mid Company Fund Class R6 - | Mutual Funds | — | — | $34K | 0.7% | |
| JGMNX Janus Henderson Triton Fund Class N - | Mutual Funds | — | — | $31K | 0.6% | |
| MDITX MFS International Diversification Fund Class R4 - | Mutual Funds | — | — | $30K | 0.6% | |
| IGDYX Invesco Gold & Special Minerals Fund Class Y - | Mutual Funds | — | — | $29K | 0.6% | |
| UMBMX Carillon Scout Mid Cap Fund Class I - | Other securities | — | — | $29K | 0.6% | |
| ICBMX ICON Natural Resources and Infrastructure Fund Institutional Class - | Other securities | — | — | $28K | 0.6% | |
| 00900W753 Invesco Global Opportunities Fund Class R6 - | Mutual Funds | — | — | $21K | 0.4% | |
| LHYVX Lord Abbett High Yield Fund Class R6 - | Mutual Funds | — | — | $19K | 0.4% | |
| 87245M749 TIAA-CREF Lifecycle Index 2050 Fund Institutional - | Mutual Funds | — | — | $17K | 0.3% | |
| DCCIX Macquarie Small Cap Core Fund Class R6 - | Other securities | — | — | $15K | 0.3% | |
| UBVFX Undiscovered Managers Behavioral Value Fund Class R6 - | Other securities | — | — | $13K | 0.3% | |
| DEMZX Macquarie Emerging Markets Fund Class R6 - | Other securities | — | — | $9K | 0.2% | |
| 87245R565 Nuveen Lifecycle Index 2060 Fund R6 Class - | Mutual Funds | — | — | $9K | 0.2% | |
| 87249N768 Nuveen Lifecycle 2065 Fund R6 Class - | Mutual Funds | — | — | $7K | 0.1% | |
| TLHIX Nuveen Lifecycle Index 2030 Fund R6 Class - | Mutual Funds | — | — | $5K | 0.1% | |
| 38144N593 Goldman Sachs Int'l Small Cap Insights Fund - | Other securities | — | — | $3K | <0.1% | |
| TRILX Nuveen Lifecycle Index Retirement Income Fund R6 Class - | Mutual Funds | — | — | $3K | <0.1% | |
| 886315563 Nuveen Lifecycle Retirement Income Fund R6 Class - | Mutual Funds | — | — | $3K | <0.1% | |
| TLXIX Nuveen Lifecycle Index 2045 Fund R6 Class - | Mutual Funds | — | — | $2K | <0.1% | |
| PGTQX PGIM Global Total Return Fund - Class R6 - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
