Joshua Kaplan signed Pride Capital Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pride Capital Partners, LLC's EIN is 54-2131570.
Download the official 2024 Form 5500 (PDF) for Pride Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pride Capital Partners, 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $135K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APEXIUM FINANCIAL LP |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $8.7M | 21.2% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $7.8M | 19.2% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $6.0M | 14.6% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $3.4M | 8.3% | |
| American Funds EuroPacific Gr R6 Mutual Funds | Mutual Funds | — | — | $2.8M | 6.9% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $2.3M | 5.7% | |
| EI Fixed Account - Series Class I Fixed Annuities | Other securities | — | — | $1.6M | 4.0% | |
| Fidelity Large Cap Growth Index Mutual Funds | Mutual Funds | — | — | $1.6M | 3.8% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.7% | |
| PGIM Total Return Bond R6 Mutual Funds | Other securities | — | — | $818K | 2.0% | |
| BLACKROCK MID CAP EQUITY INDEX FEE GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $732K | 1.8% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $664K | 1.6% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | Other securities | — | — | $655K | 1.6% | |
| T. Rowe Price Mid-Cap Value I Mutual Funds | Other securities | — | — | $510K | 1.2% | |
| Putnam Large Cap Value R6 Mutual Funds | Mutual Funds | — | — | $485K | 1.2% | |
| Participant Loans Interest rates (4.25% to 9.50%) | Bonds / Notes | — | — | $436K | 1.1% | |
| Empower High Yield Bond Inst Mutual Funds | Other securities | — | — | $307K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $202K | 0.5% | |
| Fidelity Small Cap Growth Index Mutual Funds | Mutual Funds | — | — | $170K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $159K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $106K | 0.3% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $94K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $76K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $47K | 0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $45K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $36K | <0.1% | |
| MFS Mid Cap Value R6 Mutual Funds | Mutual Funds | — | — | $29K | <0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $151 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | 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.
| — |
| RYE, NY |
| INVESTMENT ADVISOR |
| $91K |
| — |
