Jenna Freed signed Schonfeld Strategic Advisors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schonfeld Strategic Advisors LLC's EIN is 47-5082310.
Download the official 2024 Form 5500 (PDF) for Schonfeld Strategic Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schonfeld Strategic Advisors LLC's plan includes automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $31K | — |
| CETERA ADVISOR NETWORKS LLC |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-3845382 |
| — |
| ADVISOR |
| $15K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Funds a | Common Collective Trusts | — | — | $18.4M | 21.0% | |
| FID FRDM BLD 2050 K6 Mutual Funds a | Mutual Funds | — | — | $6.9M | 7.9% | |
| FID FRDM BLD 2055 K6 Mutual Funds a | Mutual Funds | — | — | $6.8M | 7.8% | |
| FID FRDM BLD 2045 K6 Mutual Funds a | Mutual Funds | — | — | $4.9M | 5.6% | |
| FID FRDM BLD 2030 K6 Mutual Funds a | Mutual Funds | — | — | $4.8M | 5.5% | |
| FID LG CAP GR IDX Mutual Funds a | Common Collective Trusts | — | — | $4.7M | 5.4% | |
| FID FRDM BLD 2040 K6 Mutual Funds a | Mutual Funds | — | — | $4.7M | 5.3% | |
| FID FRDM BLD 2060 K6 Mutual Funds a | Mutual Funds | — | — | $4.4M | 5.0% | |
| FID FRDM BLD 2035 K6 Mutual Funds a | Mutual Funds | — | — | $4.2M | 4.8% | |
| FID GROWTH STRAT K6 Mutual Funds a | Mutual Funds | — | — | $2.7M | 3.1% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.7% | |
| FID LG CAP VAL IDX Mutual Funds a | Common Collective Trusts | — | — | $1.8M | 2.1% | |
| VANG INTL GROWTH ADM Mutual Funds a | Other securities | — | — | $1.7M | 1.9% | |
| FID FRDM BLD 2025 K6 Mutual Funds a | Mutual Funds | — | — | $1.4M | 1.6% | |
| VANG SM CAP IDX ADM Mutual Funds a | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| FID GOVT MMKT K6 Mutual Funds a | Mutual Funds | — | — | $1.3M | 1.5% | |
| FID BLUE CHIP GR K6 Mutual Funds a | Mutual Funds | — | — | $1.2M | 1.4% | |
| FID TOTAL BOND K6 Mutual Funds a | Mutual Funds | — | — | $962K | 1.1% | |
| Participant Directed Brokerage Account UNIT a | Self-Directed Brokerage | — | — | $921K | 1.1% | |
| VANG MDCPVAL IDX ADM Mutual Funds a | Common Collective Trusts | — | — | $915K | 1.0% | |
| FID EMRG MKTS IDX Mutual Funds a | Common Collective Trusts | — | — | $825K | 0.9% | |
| VANG SMCPVL IDX ADM Mutual Funds a | Common Collective Trusts | — | — | $774K | 0.9% | |
| Participant Loans, maturing through Loans to Participants with Interest November 2053 Rates Ranging from 4.25% - 9.50% a | Bonds / Notes | — | — | $716K | 0.8% | |
| AF EUROPAC GROWTH R6 Mutual Funds a | Other securities | — | — | $661K | 0.8% | |
| FID SMALL CAP GR K6 Mutual Funds a | Mutual Funds | — | — | $606K | 0.7% | |
| VANG BAL INDEX ADM Mutual Funds a | Other securities | — | — | $549K | 0.6% | |
| PGIM HIGH YIELD R6 Mutual Funds a | Other securities | — | — | $457K | 0.5% | |
| C&S REALTY SHARES Z Mutual Funds a | Other securities | — | — | $420K | 0.5% | |
| VANG TAX-MGD BAL ADM Mutual Funds a | Other securities | — | — | $391K | 0.4% | |
| VANG LT INV GR ADM Mutual Funds a | Other securities | — | — | $339K | 0.4% | |
| CALV US LG CP CRI R6 Mutual Funds a | Other securities | — | — | $332K | 0.4% | |
| DFA INF PRT SEC PORT Mutual Funds a | Mutual Funds | — | — | $239K | 0.3% | |
| CALVERT BOND R6 Mutual Funds a | U.S. Treasuries | — | — | $224K | 0.3% | |
| PIM GLB BD OP US$H I Mutual Funds a | Other securities | — | — | $179K | 0.2% | |
| FID FRDM BLD 2065 K6 Mutual Funds a | Mutual Funds | — | — | $126K | 0.1% | |
| FID FRDM BLD 2020 K6 Mutual Funds a | Mutual Funds | — | — | $102K | 0.1% | |
| Participant Directed Brokerage Account Interest Bearing Cash a | Self-Directed Brokerage | — | — | $50K | <0.1% | |
| BLKRK MANAGED INC K Mutual Funds a | Common Stocks | — | — | $21K | <0.1% | |
| Participant Directed Brokerage Account Mutual Funds a | Self-Directed Brokerage | — | — | $17K | <0.1% | |
| Participant Directed Brokerage Account Common Stocks a | Self-Directed Brokerage | — | — | $6K | <0.1% |
