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Original filing (PDF)20251010133122NAL0004655955001
PRIDE TREE HOLDINGS, INC.
Form 5500
FILING_RECEIVED
PRIDE TREE HOLDINGS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
94
Accounts w/ balance
278
Plan assets (EOY)
$23.4M
Net assets (EOY)
$23.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIDE TREE HOLDINGS, INC..
Plan sponsor
Name
PRIDE TREE HOLDINGS, INC.
EIN
35-2464347
Address
34 WEST 27TH ST. 10TH FLOOR · NEW YORK, NY · 10001
Phone
(516) 382-4396
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $156 | — |
Investments
27 direct securities · 1 pooled fund· $24.9M(100% of reported assets)
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.
Uncategorized
$23.4M
27 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund K | — | — | — | $2.6M | 11.1% | |
| Fidelity Freedom 2035 Fund K | — | — | — | $2.2M | 9.6% | |
| Fidelity Freedom 2025 Fund K | — | — | — | $2.2M | 9.3% | |
| Fidelity Freedom 2030 Fund K | — | — | — | $2.0M | 8.7% | |
| Vanguard US Growth Fund | — | — | — | $1.9M | 8.1% | |
| Fidelity Freedom 2050 Fund K | — | — | — | $1.7M | 7.2% | |
| Managed Income Portfolio | — | — | — | $1.6M | 6.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 6.3% | |
| Fidelity 500 Index PR Fund | — | — | — | $1.2M | 5.2% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $1.1M | 4.7% | |
| Fidelity Freedom 2055 Fund K | — | — | — | $1.1M | 4.5% | |
| Fidelity Freedom 2020 Fund K | — | — | — | $893K | 3.8% | |
| Fidelity Freedom 2060 Fund K | — | — | — | $717K | 3.1% | |
| Fidelity Total Bond Fund K6 | — | — | — | $522K | 2.2% | |
| Victory S Estimate Value R6 | — | — | — | $457K | 2.0% | |
| Fidelity Freedom 2045 Fund K | — | — | — | $439K | 1.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $403K | 1.7% | |
| Fidelity Freedom 2015 Fund K | — | — | — | $362K | 1.5% | |
| Fidelity Freedom 2010 Fund K | — | — | — | $347K | 1.5% | |
| American Century Small Cap Value Fund R6 | — | — | — | $312K | 1.3% | |
| Fidelity Diversified International K6 | — | — | — | $282K | 1.2% | |
| Loomis Sayles Small Cap Growth Fund | — | — | — | $255K | 1.1% | |
| Fidelity International Index Fund | — | — | — | $241K | 1.0% | |
| Janus Henderson Enterprise Fund | — | — | — | $183K | 0.8% | |
| Fidelity Freedom Income Fund K | — | — | — | $131K | 0.6% | |
| Fidelity Freedom 2065 Fund K | — | — | — | $131K | 0.6% | |
| Vanguard Total Bond Market Fund | — | — | — | $99K | 0.4% | |
| Fidelity Emerging Markets K | — | — | — | $76K | 0.3% |
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