Lawrence NOE signed Moore Capital Management, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moore Capital Management, LP's EIN is 26-3319657.
Download the official 2024 Form 5500 (PDF) for Moore Capital Management, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moore Capital Management, LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $84.6M | 40.4% | |
| SCHWAB SMALL-CAP INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $19.6M | 9.3% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $16.8M | 8.0% | |
| ISHARES MSCI EAFE INTL IDX K Registered Investment Company | Common Collective Trusts | — | — | $10.5M | 5.0% | |
| SCHWAB INDEXED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $8.3M | 4.0% | |
| SCHWAB VALUE ADVAN MONEY ULTRA Registered Investment Company | Mutual Funds | — | — | $7.9M | 3.8% | |
| SCHWAB INDEXED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $7.1M | 3.4% | |
| SCHWAB INDEXED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $6.9M | 3.3% | |
| SCHWAB INDEXED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $5.9M | 2.8% | |
| SCHWAB INDEXED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $4.8M | 2.3% | |
| FIDELITY EMERG MARKETS IDX Registered Investment Company | Common Collective Trusts | — | — | $4.5M | 2.2% | |
| METROPOLITAN WEST TTL RTN BD I Registered Investment Company | Common Stocks | — | — | $4.1M | 1.9% | |
| SCHWAB INDEXED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $3.9M | 1.9% | |
| EATON VANCE INC FD BOSTON R6 Registered Investment Company | Common Stocks | — | — | $3.7M | 1.8% | |
| VANGUARD REAL ESTATE INDEX ADM Registered Investment Company | Mutual Funds | — | — | $3.5M | 1.7% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $3.4M | 1.6% | |
| SCHWAB INDEXED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $3.0M | 1.4% | |
| PIMCO REAL RETURN FUND - INSTL Registered Investment Company | Mutual Funds | — | — | $3.0M | 1.4% | |
| DODGE & COX INCOME X Registered Investment Company | Mutual Funds | — | — | $1.5M | 0.7% | |
| SCHWAB INDEXED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| SCHWAB INDEXED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $1.2M | 0.6% | |
| FIDELITY SHRT-TERM TRS BD INDX Registered Investment Company | Mutual Funds | — | — | $908K | 0.4% | |
| SCHWAB INDEXED RET TRUST FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $442K | 0.2% | |
| SCHWAB INDEXED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $225K | 0.1% | |
| SCHWAB INDEXED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $179K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
