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Original filing (PDF)20251006101337NAL0003251121001
PRESIDIO LLC
Form 5500
FILING_RECEIVED
PRESIDIO LLC 401(K) PLAN
401(k) retirement plan
Active participants
3,026
Accounts w/ balance
3,156
Plan assets (EOY)
$468.8M
Net assets (EOY)
$468.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
19 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESIDIO LLC.
Plan sponsor
Name
PRESIDIO LLC
EIN
41-1254123
Address
12100 SUNSET HILLS ROAD SUITE 300 · RESTON, VA · 20190
Phone
(800) 445-2692
Industry
Professional & Technical Servicessee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $202K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $65K | — |
Investments
11 direct securities · 8 pooled funds· $468.8M(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
$237.4M
11 holdings
Pooled Separate Account
$150.4M
3 holdings
Common Collective Trust
$80.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $48.9M | 10.4% | |
| T. Rowe Price T. Rowe Cap Appreciation I Fund | — | — | — | $42.9M | 9.1% | |
| Prudential Guaranteed Income Fund | — | — | — | $40.0M | 8.5% | |
| Vanguard Equity Income Admiral Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $15.2M | 3.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $12.6M | 2.7% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $6.8M | 1.4% | |
| Vanguard American Beacon Global Bond Z | — | — | — | $6.1M | 1.3% | |
| American Beacon Vanguard Total Bond Market Index Admiral Fund | — | — | — | $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 | — | — | — | $4.1M | 0.9% |
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