John Thomas signed Paddle Acquisition Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paddle Acquisition Inc.'s EIN is 35-2677554.
Download the official 2024 Form 5500 (PDF) for Paddle Acquisition Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paddle Acquisition Inc.'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 |
|---|---|---|---|---|---|
| IFP ADVISORS, INC. DBA INDEPENDENT | 59-3331424 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT | 56-0574444 | RICHMOND, VA | NONE | $40K | — |
| NWPS | 91-2090931 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.4M | 19.0% | |
| American Funds 2040 Target Date R6 | Mutual Funds | — | — | $1.2M | 15.9% | |
| American Funds 2045 Target Date R6 | Mutual Funds | — | — | $753K | 10.3% | |
| American Funds 2050 Target Date R6 | Mutual Funds | — | — | $611K | 8.4% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | — | $396K | 5.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $373K | 5.1% | |
| American Funds 2035 Target Date R6 | Mutual Funds | — | — | $367K | 5.0% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | — | $364K | 5.0% | |
| American Funds 2025 Target Date R6 | Mutual Funds | — | — | $314K | 4.3% | |
| JPMorgan US Equity R6 | Other securities | — | — | $255K | 3.5% | |
| Participant loans 5.25% - 9.50%, maturing through 2029 | Bonds / Notes | — | — | $238K | 3.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $203K | 2.8% | |
| Fidelity Investments Advisor Growth Opps Z | Mutual Funds | — | — | $195K | 2.7% | |
| NEUBERGER BERMAN LARGE CAP VALUE TR GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264545 / PN 708 | Common Collective Trust | — | — | $135K | 1.9% | |
| American Funds 2020 Target Date R6 | Mutual Funds | — | — | $81K | 1.1% | |
| Principal Financial Group SmallCap Growth I R6 | Common Stocks | — | — | $80K | 1.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $79K | 1.1% | |
| MFS Investments Mid Cap Value R6 | Mutual Funds | — | — | $63K | 0.9% | |
| American Funds 2060 Target Date R6 | Mutual Funds | — | — | $52K | 0.7% | |
| American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $44K | 0.6% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $44K | 0.6% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $26K | 0.4% | |
| American Funds 2065 Target Date R6 | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds 2015 Target Date R6 | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds 2010 Target Date R6 | Mutual Funds | — | — | $9K | 0.1% | |
| Pioneer Investments Strategic Income K | Other securities | — | — | $6K | <0.1% | |
| Lord, Abbett & Co. Short Duration Income R6 | Common Stocks | — | — | $5K | <0.1% | |
| Dimensional Fund Advisors Emerging Markets Core Equity I ** 427 Dimensional Fund Advisors International Core Equity 2 Port | Mutual Funds | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors Real Estate Securities I | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $25K |
| — |
