Leonard Naujokas signed Presidio LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Presidio LLC's EIN is 41-1254123.
Download the official 2024 Form 5500 (PDF) for Presidio LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Presidio LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $202K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $65K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $74.8M | 16.0% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $60.1M | 12.8% | |
| Empower Capital Group EP Growth | Common Stocks | — | — | $48.9M | 10.4% | |
| T. Rowe Price T. Rowe Cap Appreciation I Fund | Other securities | — | — | $42.9M | 9.1% | |
| Prudential Guaranteed Income Fund | Other securities | — | — | $40.0M | 8.5% | |
| Vanguard Equity Income Admiral Fund | Mutual Funds | — | — | $37.4M | 8.0% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $25.4M | 5.4% | |
| SMALL CAP GROWTH FUND III CLASS I1 VOYA INVESTMENT TRUST CO. · EIN 06-1440627 / PN 068 | Common Collective Trust | — | — | $17.8M | 3.8% | |
| Victory Established Value R6 Fund | Other securities | — | — | $17.7M | 3.8% | |
| EMERGING MARKETS FUND II CL I1 BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-2265574 / PN 001 | Common Collective Trust | — | — | $16.5M | 3.5% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $16.4M | 3.5% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $15.6M | 3.3% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $15.2M | 3.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $12.6M | 2.7% | |
| Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $6.8M | 1.4% | |
| Vanguard American Beacon Global Bond Z | Mutual Funds | — | — | $6.1M | 1.3% | |
| American Beacon Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $5.7M | 1.2% | |
| LORD ABBETT HIGH YIELD CORE TR II GREAT GRAY TRUST COMPANY LLC · EIN 82-1095844 / PN 320 | Common Collective Trust | — | — | $4.8M | 1.0% | |
| Various participants 4.25% - 9.50%; maturing through 2043 | Bonds / Notes | — | — | $4.1M | 0.9% |
