David Friedman signed Friedman Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Friedman Management Company's EIN is 38-2961880.
Download the official 2024 Form 5500 (PDF) for Friedman Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Friedman Management Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, L | 26-0058143 | — | INVESTMENT ADVISORY | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.4M | 15.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.6M | 10.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 10.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.5M | 9.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 7.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 6.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $929K | 6.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $830K | 5.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $625K | 4.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $598K | 3.9% | |
| Mainstay Winslow Large Cap GR I Fund | Other securities | — | — | $449K | 2.9% | |
| Blackrock Equity Dividend I Fund | Other securities | — | — | $315K | 2.0% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $284K | 1.8% | |
| Vangaurd International Growth Adm Fund | Other securities | — | — | $256K | 1.7% | |
| T. Rowe Price Inst. Mid Cap Dquity Gr | Other securities | — | — | $243K | 1.6% | |
| T. Rowe Price QM US Sc Growth Eq I | Other securities | — | — | $229K | 1.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $220K | 1.4% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $170K | 1.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $167K | 1.1% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $161K | 1.0% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $151K | 1.0% | |
| Notes receivable from participants | Other securities | — | — | $123K | 0.8% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $59K | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $39K | 0.3% | |
| Fidelity Extended Mkt Index Fund | Common Collective Trusts | — | — | $33K | 0.2% | |
| John Hancock DSC Val INTL R6 | Other securities | — | — | $21K | 0.1% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| Vanguard Inflation-Protected SEC Admin Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Total International Stock Index Admin Fund | Mutual Funds | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $55 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANER COSTERISAN | 38-2157642 | — | ACCOUNTANT | $7K | — |
