Shirley Horner signed Phyton Talent Advisors, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phyton Talent Advisors, LLC's EIN is 45-2654766.
Download the official 2022 Form 5500 (PDF) for Phyton Talent Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Phyton Talent Advisors, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $929 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $470K | 14.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $362K | 11.2% | |
| MFS TOTAL RETURN - R6 325 REGISTERED INVESTMENT COMPANY FID FREE INDX 2015 PREM 300 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $350K | 10.8% | |
| FID FREEDOM INDEX 2010 PREMIER 24 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $290K | 9.0% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $276K | 8.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $242K | 7.5% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $220K | 6.8% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $175K | 5.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $111K | 3.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $111K | 3.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $100K | 3.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $69K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $56K | 1.7% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $55K | 1.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $40K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $22K | 0.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $20K | 0.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $16K | 0.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $12K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $5K | 0.2% | |
| TIAA-CREF SC BLEND INDEX INST 687 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $4K | 0.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $4K | 0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
