Alfredo Sabillo signed Prospect Crozer, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prospect Crozer, LLC's EIN is 61-1778286.
Download the official 2024 Form 5500 (PDF) for Prospect Crozer, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prospect Crozer, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $808K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LDI EXT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | — | $6.3M | $98.3M | 66.4% | |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | — | $145.2M | $36.2M | 24.4% | |
| FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | $2.8M | $3.4M | 2.3% | |
| CAPITAL SOLUTIONS INC PORTFOLIO | Common Stocks | — | $1.2M | $3.2M | 2.1% | |
| FIDELITY EMERG MKT INDEX FUND | Common Collective Trusts | — | $1.1M | $2.7M | 1.8% | |
| FID LC GR INDEX FUND | Common Collective Trusts | — | $2.9M | $1.7M | 1.2% | |
| FID LC VAL INDEX FUND | Common Collective Trusts | — | $1.6M | $1.1M | 0.8% | |
| FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | $490K | $539K | 0.4% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | $323K | $526K | 0.4% | |
| PATRIOT FINANCIAL PARTNERS II, L.P. | Other securities | — | $29K | $355K | 0.2% | |
| PRIN LDI SHORT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 127 | Pooled Separate Account | — | $32.8M | $29K | <0.1% | |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP, CHARTERED | 52-1219029 | — | LEGAL | $67K | — |