Ralph Santiago signed PJT, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PJT, Inc.'s EIN is 58-2162347.
Download the official 2023 Form 5500 (PDF) for PJT, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)PJT, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $392K | 22.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $354K | 20.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $239K | 13.5% | |
| American Century American Century Growth R6 | Other securities | — | — | $182K | 10.3% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $173K | 9.8% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $145K | 8.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $130K | 7.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $62K | 3.5% | |
| Federated Hermes Govt Obl PRM ** 800 MFS Mid Cap Value R6 | Mutual Funds | — | — | $53K | 3.0% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $10K | 0.5% | |
| (CL) Invesco Discovery R6 Invesco 0 351 Various Rates and Maturities Participant's Loan Account 0 | Mutual Funds | — | — | $9K | 0.5% | |
| Invesco Discovery R6 ** 350 Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $7K | 0.4% | |
| Fidelity Investments Fidelity Advisor Total Bond | Mutual Funds | — | — | $6K | 0.4% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | 0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | 0.1% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $2K | <0.1% | |
| Delaware Funds by Macquarie Delaware Ivy Mid Cap Growth R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
