Megan Petri signed Pegasus Residential, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pegasus Residential, LLC's EIN is 26-3972108.
Download the official 2024 Form 5500 (PDF) for Pegasus Residential, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pegasus Residential, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | 82-3719843 | — | TPA | $24K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $13.7M | 93.7% | |
| IndexSelect Moderate 2055 I Blended fund # | Other securities | — | — | $3.7M | 25.1% | |
| IndexSelect Moderate 2045 I Blended fund # | Other securities | — | — | $3.2M | 22.2% | |
| IndexSelect Moderate 2035 I Blended fund # | Other securities | — | — | $2.0M | 13.8% | |
| IndexSelect Moderate Retirement I Blended fund # | Other securities | — | — | $1.4M | 9.5% | |
| Vanguard 500 Index ADM Blended fund # | Common Collective Trusts | — | — | $710K | 4.9% | |
| Fixed Annuity Account * Talcott Resolution Life Insurance Company Fixed annuity # | Common Stocks | — | — | $703K | 4.8% | |
| Vanguard Mid-Cap Index ADM Mid-cap fund # | Mutual Funds | — | — | $686K | 4.7% | |
| Franklin Growth R6 Growth fund # | Mutual Funds | — | — | $477K | 3.3% | |
| iShares MSCI EAFE Int Index K Blended fund # | Other securities | — | — | $439K | 3.0% | |
| Vanguard Small-Cap Index ADM Small-cap fund # | Mutual Funds | — | — | $390K | 2.7% | |
| JPMorgan Equity Income R6 Equity income fund # | Other securities | — | — | $353K | 2.4% | |
| maximum five-year term unless for purchase of primary residence, collateralized by 50% of participants' vested account balance, maturing -0- | Other securities | — | — | $218K | 1.5% | |
| s * American Funds Europacific Growth R6 International fund # | Pooled Separate Accounts | — | — | $113K | 0.8% | |
| Nuveen Core Bond I Bond fund # | Mutual Funds | — | — | $109K | 0.7% | |
| iShares US Aggregate Bond Index K Blended fund # | Other securities | — | — | $56K | 0.4% | |
| DWS RREEF Real Estate Securities R6 Large-cap fund # | Other securities | — | — | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $44K |
| — |
