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Original filing (PDF)20251005143737NAL0001496899001
PDT PARTNERS, LLC
Form 5500
FILING_RECEIVED
PDT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
251
Accounts w/ balance
364
Plan assets (EOY)
$101.4M
Net assets (EOY)
$101.4M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PDT PARTNERS, LLC.
Plan sponsor
Name
PDT PARTNERS, LLC
EIN
27-4684334
Address
60 COLUMBUS CIRCLE · 18TH FLOOR · NEW YORK, NY · 10023
Phone
(212) 621-0400
Industry
Finance & Insurancesee all
Plan administrator
Name
401(K) ADMINISTRATIVE COMMITTEE OF PDT PARTNERS , LLC
EIN
27-4684334
City
NEWYORK, NY
Phone
(212) 621-0400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-05
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
39 direct securities· $98.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $19.1M | 18.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $12.8M | 12.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $9.8M | 9.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $9.5M | 9.4% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $8.0M | 7.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $4.1M | 4.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $3.9M | 3.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $3.5M | 3.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.0M | 3.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $3.0M | 2.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $2.8M | 2.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.7M | 2.6% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $1.9M | 1.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $1.8M | 1.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $1.7M | 1.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $1.2M | 1.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $940K | 0.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $915K | 0.9% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $861K | 0.8% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $689K | 0.7% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $687K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $588K | 0.6% | |
| Vanguard Energy Adm Vanguard 0 | — | — | — | $579K | 0.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $540K | 0.5% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $506K | 0.5% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $502K | 0.5% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $489K | 0.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $423K | 0.4% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $385K | 0.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $337K | 0.3% | |
| Vanguard Long-Term Treasury Adm Vanguard 0 | — | — | — | $234K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $228K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $182K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $146K | 0.1% | |
| Vanguard International Explorer Inv Vanguard 0 | — | — | — | $126K | 0.1% | |
| Vanguard Long-Term Bond Index Adm Vanguard 0 | — | — | — | $99K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $73K | <0.1% | |
| Vanguard Global Capital Cycles Inv Vanguard 0 | — | — | — | $68K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $6K | <0.1% |
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