Ricardo DOS Santos NEVE signed Cygnus Home Service, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cygnus Home Service, LLC's EIN is 41-0879087.
Download the official 2024 Form 5500 (PDF) for Cygnus Home Service, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cygnus Home Service, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $109K | — |
| SECURITIES AMERICA INC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPM US EQUITY R6 | Other securities | — | — | $12.5M | 15.1% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $7.8M | 9.4% | |
| JP Morgan PIMCO RP B 2030 INST | Mutual Funds | — | — | $6.7M | 8.1% | |
| GS STABLE VALUE PR 1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $6.3M | 7.7% | |
| JP Morgan PIMCO RP B 2040 INST | Mutual Funds | — | — | $6.2M | 7.5% | |
| Victory VICT CP INTM BD IS | Other securities | — | — | $5.5M | 6.7% | |
| Fidelity FID TOTAL INTL IDX | Common Collective Trusts | — | — | $3.7M | 4.5% | |
| JP Morgan PIMCO RP B 2035 INST | Mutual Funds | — | — | $3.7M | 4.4% | |
| JP Morgan PIMCO RP B 2055 INST | Mutual Funds | — | — | $3.3M | 4.0% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $2.8M | 3.4% | |
| JP Morgan PIMCO RP B 2045 INST | Mutual Funds | — | — | $2.7M | 3.3% | |
| JP Morgan PIMCO RP B 2025 INST | Mutual Funds | — | — | $2.6M | 3.2% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $2.6M | 3.2% | |
| JP Morgan PIMCO RP B 2050 INST | Mutual Funds | — | — | $2.6M | 3.2% | |
| T Rowe TRP OVERSEAS STOCK I | Other securities | — | — | $2.6M | 3.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.3M | 2.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 2.5% | |
| Various Self-Directed Brokerage | Self-Directed Brokerage | — | — | $1.7M | 2.1% | |
| JP Morgan PIMCO RP B INC INST | Mutual Funds | — | — | $1.4M | 1.7% | |
| Participants Participant Loans Various Rates and Maturities - | Participant loans | — | — | $787K | 1.0% | |
| Vanguard VAN REAL EST IDX ADM | Common Collective Trusts | — | — | $737K | 0.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $574K | 0.7% | |
| Fidelity FID INFL PR BD IDX | Common Collective Trusts | — | — | $529K | 0.6% | |
| JP Morgan PIMCO RP B 2060 INST | Mutual Funds | — | — | $487K | 0.6% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $290K | 0.4% | |
| JP Morgan JPM SM CAP VALUE R6 | Other securities | — | — | $14K | <0.1% | |
| Fidelity FID MID CAP VALUE K6 117 * Fidelity FID GOVT MMKT K6 | 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.
| 11-2551174 |
| — |
| INVESTMENT ADVISOR |
| $45K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
